Net worth update per



This is my #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 347,491 and my FI portfolio increased to USD 134,831


Net worth

USD 347,491

Since the last update on my net worth has increased with USD 37,491 (+ 12.09 %).

FI portfolio

USD 134,831

Since the last update on my FI portfolio has increased with USD 26,831 (+ 24.84 %).

Net worth
FI portfolio

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

I am now 13.5% on my way to achive my FIRE target of USD 1,000,000. This is 2.7 percentage points closer, compared to the last net worth update.

USD 134,831 FIRE target: USD 1,000,000


13.5%


FI portfolio


My FI portfolio now consists of USD 107,831 (80.0%) in retirement accounts, and USD 27,000 (20.0%) in cash.

Retirement accounts

Since my last update, my retirement accounts increased with USD 19,831 (22.54%).




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


If I quit working today, my monthly pay out would be USD 449 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
449/month
(4.0% SWR)
393/month
(3.5% SWR)
337/month
(3.0% SWR)


When can I retire?


FI date


My age

46

I am currently aiming to save/invest approximately USD 2,200 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 1,000,000 in 11 years and 11 months, in , and at that time I will be 46 years old.

By that time I will have invested/saved another USD 316,800, while the rest will be return on my existing FI portfolio and the new investments, in total USD 548,369


Financial independence forecast