Net worth update per
This is Scarlette's #6 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 1,646,845 and my FI portfolio increased to AUD 1,189,220
Net worth
AUD 1,646,845
Since the last update on my net worth has increased with AUD 17,543 (+ 1.08 %).
FI portfolio
AUD 1,189,220
Since the last update on my FI portfolio has increased with AUD 14,873 (+ 1.27 %).
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 AUD.
I am now 28.0% on my way to achive my FIRE target of AUD 4,250,000. This is 0.3 percentage points closer, compared to the last net worth update.
AUD 1,189,220 FIRE target: AUD 4,250,000
FI portfolio
My FI portfolio now consists of AUD 319,563 (26.9%) in investments, AUD 793,403 (66.7%) in retirement accounts, and AUD 76,254 (6.4%) in cash.
Since my last update, my investments
increased
with AUD 6,070
(1.94%).
Since I started tracking, my total contributions have been
AUD
115,287,
and my total return has been
AUD
81,275.
Since my last update, my retirement accounts
increased
with AUD 12,693
(1.63%), of which
AUD
3,300
was from
contributions
, and AUD
16,214 was from
returns.
Since I started tracking, my total contributions have been
AUD
63,022,
and my total return is
AUD
181,414.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 3,964 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
53
I am currently aiming to save/invest
approximately AUD
6,033
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 4,250,000
in 8 years and 4 months,
in , and at that time I will be
53 years old.
By that time I will have invested/saved
another AUD 917,016,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
2,143,764