Net worth update per



This is my #11 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 103,605 and my FI portfolio increased to USD 103,605


Net worth

USD 103,605

Since the last update on my net worth has increased with USD 8,193 (+ 8.59 %).

FI portfolio

USD 103,605

Since the last update on my FI portfolio has increased with USD 8,193 (+ 8.59 %).

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.

I am now 17.3% on my way to achive my FIRE target of USD 600,000. This is 1.4 percentage points closer, compared to the last net worth update.

USD 103,605 FIRE target: USD 600,000


17.3%


FI portfolio


My FI portfolio now consists of USD 30,158 (29.1%) in investments, USD 53,561 (51.7%) in retirement accounts, and USD 19,886 (19.2%) in cash.

Investments

Since my last update, my investments increased with USD 3,612 (13.61%).

Retirement accounts

Since my last update, my retirement accounts increased with USD 4,205 (8.52%).




How much can I withdraw according to the 4%-rule?


If I quit working today, my monthly pay out would be USD 345 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
345/month
(4.0% SWR)
302/month
(3.5% SWR)
259/month
(3.0% SWR)


When can I retire?


FI date


My age

35

I am currently aiming to save/invest approximately USD 2,280 each month.

Assuming an annual return of 7% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 600,000 in 10 years and 0 months, in , and at that time I will be 35 years old.

By that time I will have invested/saved another USD 278,160, while the rest will be return on my existing FI portfolio and the new investments, in total USD 218,235


Financial independence forecast