Net worth update per
This is freebeforefriday's #15 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 930,369 and my FI portfolio increased to USD 723,884
Net worth
USD 930,369
Since the last update on my net worth has increased with USD 66,929 (+ 7.75 %).
FI portfolio
USD 723,884
Since the last update on my FI portfolio has increased with USD 44,240 (+ 6.51 %).
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 48.3% on my way to achive my FIRE target of USD 1,500,000. This is 2.9 percentage points closer, compared to the last net worth update.
USD 723,884 FIRE target: USD 1,500,000
FI portfolio
My FI portfolio now consists of USD 244,964 (33.8%) in investments, USD 464,528 (64.2%) in retirement accounts, and USD 14,392 (2.0%) in cash.
Since my last update, my investments increased with USD 19,178 (8.49%).
Since my last update, my retirement accounts increased with USD 38,925 (9.15%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 2,412 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
37
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 4 months,
in , and at that time I will be
37 years old.
By that time I will have invested/saved
another USD 190,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
586,116