Net worth update per
This is Anonymous's #7 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 53,995 and my FI portfolio decreased to AUD 125,820
Net worth
AUD 53,995
Since the last update on my net worth has decreased with AUD -5,529 ( -9.29 %).
FI portfolio
AUD 125,820
Since the last update on my FI portfolio has decreased with AUD -5,584 ( -4.25 %).
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 AUD.
I am now 8.4% on my way to achive my FIRE target of AUD 1,500,000. This is -0.4 percentage points closer, compared to the last net worth update.
AUD 125,820 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 24,211 (19.2%) in investments, AUD 18,598 (14.8%) in retirement accounts, and AUD 83,011 (66.0%) in cash.
Since my last update, my investments increased with AUD 903 (3.87%).
Since my last update, my retirement accounts decreased with AUD -5,621 (-23.21%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 419 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately AUD
3,200
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,500,000
in 10 years and 2 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another AUD 547,200,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
826,980