Net worth update per
This is JamesBP's #12 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 43,685 and my FI portfolio increased to AUD 42,185
Net worth
AUD 43,685
Since the last update on my net worth has increased with AUD 1,273 (+ 3.0 %).
FI portfolio
AUD 42,185
Since the last update on my FI portfolio has increased with AUD 1,273 (+ 3.11 %).
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 2.1% on my way to achive my FIRE target of AUD 2,000,000. This is 0.1 percentage points closer, compared to the last net worth update.
AUD 42,185 FIRE target: AUD 2,000,000
FI portfolio
My FI portfolio now consists of AUD 15,518 (36.8%) in investments, AUD 24,417 (57.9%) in retirement accounts, and AUD 2,250 (5.3%) in cash.
Since my last update, my investments
increased
with AUD 829
(5.64%).
Since I started tracking, my total contributions have been
AUD
7,792,
and my total return has been
AUD
-14,091.
Since my last update, my retirement accounts
increased
with AUD 194
(0.8%).
Since I started tracking, my total contributions have been
AUD
17,023,
and my total return is
AUD
-4,090.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 140 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
1,900
each month.
Assuming an annual return of
8% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,000,000
in 19 years and 8 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another AUD 556,700,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,401,115