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Net worth update per



This is ty78495's first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was CHF 227,500 and my FI portfolio was CHF 99,000.


Net worth

CHF 227,500

FI portfolio

CHF 99,000

I am now 19.8% on my way to achive my FIRE target of CHF 500,000.

CHF 99,000 FIRE target: CHF 500,000


19.8%

FI portfolio


My FI portfolio now consists of CHF 35,000 (35.4%) in investments, CHF 62,000 (62.6%) in retirement accounts, and CHF 2,000 (2.0%) in cash.




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



If I quit working today, my monthly pay out would be CHF 330 for the rest of my life.

Retire today with (CHF)
330/month
(4.0% SWR)
288/month
(3.5% SWR)
247/month
(3.0% SWR)


When can I retire?


FI date


My age

44

I am currently aiming to save/invest approximately CHF 3,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of CHF 500,000 in 2 years and 6 months, in , and at that time I will be 44 years old.

By that time I will have invested/saved another CHF 228,000, while the rest will be return on my existing FI portfolio and the new investments, in total CHF 173,000


Financial independence forecast