Net worth update per
This is freebeforefriday's #13 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 832,982 and my FI portfolio increased to USD 660,833
Net worth
USD 832,982
Since the last update on my net worth has increased with USD 58,530 (+ 7.56 %).
FI portfolio
USD 660,833
Since the last update on my FI portfolio has increased with USD 40,118 (+ 6.46 %).
The per-day change in net worth between the reported periods are shown in the plot below.
And the development and changes between each net worth reporting is shown in the tables below.
The changes for each asset class is shown in the table below. All numbers are in USD.
I am now 44.1% on my way to achive my FIRE target of USD 1,500,000. This is 2.7 percentage points closer, compared to the last net worth update.
USD 660,833 FIRE target: USD 1,500,000
FI portfolio
My FI portfolio now consists of USD 232,149 (35.1%) in investments, USD 410,450 (62.1%) in retirement accounts, and USD 18,234 (2.8%) in cash.
Since my last update, my investments increased with USD 15,767 (7.29%).
Since my last update, my retirement accounts increased with USD 32,160 (8.5%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 2,202 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
38
I am currently aiming to save/invest
approximately USD
2,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,500,000
in 4 years and 1 months,
in , and at that time I will be
38 years old.
By that time I will have invested/saved
another USD 212,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
627,167