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Net worth update per


This is matadorbs's #11 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 102,248 and my FI portfolio increased to USD 108,120


Net worth

USD 102,248

Since the last update on my net worth has increased with USD 4,477 (+ 4.58 %).

FI portfolio

USD 108,120

Since the last update on my FI portfolio has increased with USD 4,522 (+ 4.36 %).

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.

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.
Change
Cash 37,467 +3,182 40,649
Investments 6,953 +213 7,166
Retirement acc 59,178 +1,127 60,305
Real estate 0 0 0
Other assets 206 -206 0
Total assets 103,804 +4,316 108,120

Mortgage 0 0 0
Other debt 6,033 -161 5,872
Total debt 6,033 -161 5,872
Change
Cash 16,738 +23,911 40,649
Investments 868 +6,298 7,166
Retirement acc 24,738 +35,567 60,305
Real estate 0 0 0
Other assets 0 0 0
Total assets 42,344 +65,776 108,120

Mortgage 0 0 0
Other debt 18,286 -12,414 5,872
Total debt 18,286 -12,414 5,872
Change
Cash 15,425 +25,224 40,649
Investments 858 +6,308 7,166
Retirement acc 12,374 +47,931 60,305
Real estate 0 0 0
Other assets 0 0 0
Total assets 28,657 +79,463 108,120

Mortgage 0 0 0
Other debt 21,390 -15,518 5,872
Total debt 21,390 -15,518 5,872

I am now 5.3% on my way to achive my FIRE target of USD 2,028,571. This is 0.2 percentage points closer, compared to the last net worth update.

USD 108,120 FIRE target: USD 2,028,571


5.3%

FI portfolio

My FI portfolio now consists of USD 7,166 (6.6%) in investments, USD 60,305 (55.8%) in retirement accounts, and USD 40,649 (37.6%) in cash.

Investments

Since my last update, my investments increased with USD 213 (3.06%), of which USD 3,000 was from contributions, and USD 623 was from returns.

Since I started tracking, my total contributions have been USD 20,324, and my total return has been USD 4,324.

Retirement accounts

Since my last update, my retirement accounts increased with USD 1,127 (1.9%), of which USD 3,094 was from contributions , and USD 4,151 was from returns.

Since I started tracking, my total contributions have been USD 67,273, and my total return is USD 39,544.




How much can I withdraw according to the 4%-rule?

If I quit working today, my monthly pay out would be USD 360 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
360/month
(4.0% SWR)
315/month
(3.5% SWR)
270/month
(3.0% SWR)


When can I retire?

FI date

My age

55

I am currently aiming to save/invest approximately USD 2,289 each month.

Assuming an annual return of 6% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 2,028,571 in 20 years and 3 months, in , and at that time I will be 55 years old.

By that time I will have invested/saved another USD 700,434, while the rest will be return on my existing FI portfolio and the new investments, in total USD 1,220,017


Financial independence forecast