Net worth update per
This is jumpyCrackers2's #7 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 201,363 and my FI portfolio increased to EUR 42,131
Net worth
EUR 201,363
Since the last update on my net worth has increased with EUR 20,288 (+ 11.2 %).
FI portfolio
EUR 42,131
Since the last update on my FI portfolio has increased with EUR 1,521 (+ 3.75 %).
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 3.5% on my way to achive my FIRE target of EUR 1,200,000. This is 0.1 percentage points closer, compared to the last net worth update.
EUR 42,131 FIRE target: EUR 1,200,000
FI portfolio
My FI portfolio now consists of EUR 5,461 (13.0%) in investments, EUR 19,730 (46.8%) in retirement accounts, and EUR 16,940 (40.2%) in cash.
Since my last update, my investments
increased
with EUR 452
(9.02%).
Since I started tracking, my total contributions have been
EUR
2,200,
and my total return has been
EUR
-3,690.
Since my last update, my retirement accounts
increased
with EUR 579
(3.02%).
Since I started tracking, my total contributions have been
EUR
5,113,
and my total return is
EUR
4,175.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 140 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
64
I am currently aiming to save/invest
approximately EUR
1,200
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 1,200,000
in 27 years and 4 months,
in , and at that time I will be
64 years old.
By that time I will have invested/saved
another EUR 442,800,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
715,069