Net worth update per
This is FA40's #13 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 359,368 and my FI portfolio increased to EUR 310,368
Net worth
EUR 359,368
Since the last update on my net worth has increased with EUR 7,581 (+ 2.15 %).
FI portfolio
EUR 310,368
Since the last update on my FI portfolio has increased with EUR 10,581 (+ 3.53 %).
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 EUR.
I am now 51.7% on my way to achive my FIRE target of EUR 600,000. This is 1.8 percentage points closer, compared to the last net worth update.
EUR 310,368 FIRE target: EUR 600,000
FI portfolio
My FI portfolio now consists of EUR 240,614 (77.5%) in investments, EUR 12,385 (4.0%) in retirement accounts, and EUR 57,369 (18.5%) in cash.
Since my last update, my investments increased with EUR 39 (0.02%).
Since my last update, my retirement accounts increased with EUR 1,588 (14.71%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 1,034 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
39
I am currently aiming to save/invest
approximately EUR
5,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 600,000
in 0 years and -4 months,
in , and at that time I will be
39 years old.
By that time I will have invested/saved
another EUR 200,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
89,632