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Net worth update per



This is Anonymous'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 AUD 32,099 and my FI portfolio was AUD 102,168.


Net worth

AUD 32,099

FI portfolio

AUD 102,168

I am now 6.8% on my way to achive my FIRE target of AUD 1,500,000.

AUD 102,168 FIRE target: AUD 1,500,000


6.8%

FI portfolio


My FI portfolio now consists of AUD 19,301 (18.9%) in investments, AUD 21,645 (21.2%) in retirement accounts, and AUD 61,222 (59.9%) in cash.




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



If I quit working today, my monthly pay out would be AUD 340 for the rest of my life.

Retire today with (AUD)
340/month
(4.0% SWR)
297/month
(3.5% SWR)
255/month
(3.0% SWR)


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 8 years and 10 months, in , and at that time I will be 40 years old.

By that time I will have invested/saved another AUD 556,800, while the rest will be return on my existing FI portfolio and the new investments, in total AUD 841,032


Financial independence forecast