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Net worth update per



This is JamesBP's #34 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 54,371 and my FI portfolio increased to AUD 51,371


Net worth

AUD 54,371

Since the last update on my net worth has increased with AUD 314 (+ 0.58 %).

FI portfolio

AUD 51,371

Since the last update on my FI portfolio has increased with AUD 314 (+ 0.61 %).

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 AUD.

I am now 2.6% on my way to achive my FIRE target of AUD 2,000,000. This is 0.0 percentage points closer, compared to the last net worth update.

AUD 51,371 FIRE target: AUD 2,000,000


2.6%


FI portfolio


My FI portfolio now consists of AUD 16,004 (31.2%) in investments, AUD 28,867 (56.2%) in retirement accounts, and AUD 6,500 (12.7%) in cash.

Investments

Since my last update, my investments increased with AUD 165 (1.04%).

Since I started tracking, my total contributions have been AUD 7,792, and my total return has been AUD -14,091.

Retirement accounts

Since my last update, my retirement accounts increased with AUD 149 (0.52%).

Since I started tracking, my total contributions have been AUD 17,023, and my total return is AUD -4,090.




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


If I quit working today, my monthly pay out would be AUD 171 for the rest of my life.


Monthly SWR amount
Retire today with (AUD)
171/month
(4.0% SWR)
149/month
(3.5% SWR)
128/month
(3.0% SWR)


When can I retire?


FI date


My age

52

I am currently aiming to save/invest approximately AUD 1,900 each month.

Assuming an annual return of 8% on my investments and my retirement accounts, I aim to reach my FIRE target of AUD 2,000,000 in 20 years and 11 months, in , and at that time I will be 52 years old.

By that time I will have invested/saved another AUD 551,000, while the rest will be return on my existing FI portfolio and the new investments, in total AUD 1,397,629


Financial independence forecast