Net worth update per
This is FA40's #9 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 264,652 and my FI portfolio increased to EUR 267,828
Net worth
EUR 264,652
Since the last update on my net worth has increased with EUR 19,615 (+ 8.0 %).
FI portfolio
EUR 267,828
Since the last update on my FI portfolio has increased with EUR 21,370 (+ 8.67 %).
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 44.6% on my way to achive my FIRE target of EUR 600,000. This is 3.6 percentage points closer, compared to the last net worth update.
EUR 267,828 FIRE target: EUR 600,000
FI portfolio
My FI portfolio now consists of EUR 172,564 (64.4%) in investments, EUR 12,367 (4.6%) in retirement accounts, and EUR 82,897 (31.0%) in cash.
Since my last update, my investments increased with EUR 4,930 (2.94%).
Since my last update, my retirement accounts increased with EUR 409 (3.42%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 892 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
39
I am currently aiming to save/invest
approximately EUR
5,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 600,000
in -1 years and -8 months,
in , and at that time I will be
39 years old.
By that time I will have invested/saved
another EUR 235,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
97,172