Net worth update per
This is roadtofire's #5 net worth update. Please check out my profile here for more information. As of , my net worth decreased to EUR 238,796 and my FI portfolio increased to EUR 83,550
Net worth
EUR 238,796
Since the last update on my net worth has decreased with EUR -12,365 ( -4.92 %).
FI portfolio
EUR 83,550
Since the last update on my FI portfolio has increased with EUR 10,589 (+ 14.51 %).
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 EUR.
I am now 6.7% on my way to achive my FIRE target of EUR 1,250,000. This is 0.8 percentage points closer, compared to the last net worth update.
EUR 83,550 FIRE target: EUR 1,250,000
FI portfolio
My FI portfolio now consists of EUR 68,550 (82.0%) in investments, and EUR 15,000 (18.0%) in cash.
Since my last update, my investments
increased
with EUR 5,589
(8.88%), of which
EUR
17,000
was from
contributions, and EUR
1,814 was from
returns.
Since I started tracking, my total contributions have been
EUR
126,337,
and my total return has been
EUR
5,804.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 278 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
51
I am currently aiming to save/invest
approximately EUR
3,500
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 1,250,000
in 10 years and 0 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another EUR 605,500,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
560,950