Net worth update per



This is my first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was USD 680,000 and my FI portfolio was USD 370,000.


Net worth

USD 680,000

FI portfolio

USD 370,000

I am now 28.5% on my way to achive my FIRE target of USD 1,300,000.

USD 370,000 FIRE target: USD 1,300,000


28.5%

FI portfolio


My FI portfolio now consists of USD 150,000 (40.5%) in investments, USD 200,000 (54.1%) in retirement accounts, and USD 20,000 (5.4%) in cash.




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



If I quit working today, my monthly pay out would be USD 1,233 for the rest of my life.

Retire today with (USD)
1,233/month
(4.0% SWR)
1,079/month
(3.5% SWR)
925/month
(3.0% SWR)


When can I retire?


FI date


My age

47

I am currently aiming to save/invest approximately USD 3,500 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 1,300,000 in 5 years and 0 months, in , and at that time I will be 47 years old.

By that time I will have invested/saved another USD 332,500, while the rest will be return on my existing FI portfolio and the new investments, in total USD 597,500


Financial independence forecast