Net worth update per
This is KR17's #8 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 164,417 and my FI portfolio decreased to AUD 135,772
Net worth
AUD 164,417
Since the last update on my net worth has increased with AUD 12,372 (+ 8.14 %).
FI portfolio
AUD 135,772
Since the last update on my FI portfolio has decreased with AUD -5,254 ( -3.73 %).
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 6.8% on my way to achive my FIRE target of AUD 2,000,000. This is -0.3 percentage points closer, compared to the last net worth update.
AUD 135,772 FIRE target: AUD 2,000,000
FI portfolio
My FI portfolio now consists of AUD 25,969 (19.1%) in investments, AUD 104,803 (77.2%) in retirement accounts, and AUD 5,000 (3.7%) in cash.
Since my last update, my investments
decreased
with AUD -1,533
(-5.57%).
Since I started tracking, my total contributions have been
AUD
3,732,
and my total return has been
AUD
7,646.
Since my last update, my retirement accounts
increased
with AUD 4,124
(4.1%).
Since I started tracking, my total contributions have been
AUD
23,316,
and my total return is
AUD
147,380.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 452 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
51
I am currently aiming to save/invest
approximately AUD
1,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,000,000
in 16 years and 7 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another AUD 257,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,607,228