Net worth update per
This is freebeforefriday's #14 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 863,440 and my FI portfolio increased to USD 679,644
Net worth
USD 863,440
Since the last update on my net worth has increased with USD 30,458 (+ 3.66 %).
FI portfolio
USD 679,644
Since the last update on my FI portfolio has increased with USD 18,811 (+ 2.85 %).
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 45.3% on my way to achive my FIRE target of USD 1,500,000. This is 1.3 percentage points closer, compared to the last net worth update.
USD 679,644 FIRE target: USD 1,500,000
FI portfolio
My FI portfolio now consists of USD 225,786 (33.2%) in investments, USD 425,603 (62.6%) in retirement accounts, and USD 28,255 (4.2%) in cash.
Since my last update, my investments decreased with USD -6,363 (-2.74%).
Since my last update, my retirement accounts increased with USD 15,153 (3.69%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 2,265 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 3 years and 11 months,
in , and at that time I will be
38 years old.
By that time I will have invested/saved
another USD 206,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
614,356