Net worth update per
This is my #28 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 730,743 and my FI portfolio decreased to AUD 405,873
Net worth
AUD 730,743
Since the last update on my net worth has decreased with AUD -566 ( -0.08 %).
FI portfolio
AUD 405,873
Since the last update on my FI portfolio has decreased with AUD -446 ( -0.11 %).
The changes for each asset class is shown in the table below. All numbers are in AUD.
I am now 27.1% on my way to achive my FIRE target of AUD 1,500,000. This is -0.0 percentage points closer, compared to the last net worth update.
AUD 405,873 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 52,443 (12.9%) in investments, AUD 159,480 (39.3%) in retirement accounts, and AUD 193,950 (47.8%) in cash.
Since my last update, my investments
increased
with AUD 409
(0.79%), of which
AUD
1,702
was from
contributions, and AUD
-831 was from
returns.
Since I started tracking, my total contributions have been
AUD
155,563,
and my total return has been
AUD
-6,056.
Since my last update, my retirement accounts
decreased
with AUD -1,305
(-0.81%), of which
AUD
1,847
was from
contributions
, and AUD
-236 was from
returns.
Since I started tracking, my total contributions have been
AUD
46,503,
and my total return is
AUD
20,985.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,352 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
49
I am currently aiming to save/invest
approximately AUD
8,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,500,000
in 5 years and 10 months,
in , and at that time I will be
49 years old.
By that time I will have invested/saved
another AUD 704,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
390,127