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Net worth update per



This is RoaldR's 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 NOK 11,170,000 and my FI portfolio was NOK 4,170,000.


Net worth

NOK 11,170,000

FI portfolio

NOK 4,170,000

I am now 27.8% on my way to achive my FIRE target of NOK 15,000,000.

NOK 4,170,000 FIRE target: NOK 15,000,000


27.8%

FI portfolio


My FI portfolio now consists of NOK 950,000 (22.8%) in investments, NOK 420,000 (10.1%) in retirement accounts, and NOK 2,800,000 (67.1%) in cash.




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



If I quit working today, my monthly pay out would be NOK 13,900 for the rest of my life.

Retire today with (NOK)
13,900/month
(4.0% SWR)
12,162/month
(3.5% SWR)
10,425/month
(3.0% SWR)


When can I retire?


FI date


My age

75

I am currently aiming to save/invest approximately NOK 15,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of NOK 15,000,000 in 11 years and 1 months, in , and at that time I will be 75 years old.

By that time I will have invested/saved another NOK 2,565,000, while the rest will be return on my existing FI portfolio and the new investments, in total NOK 8,265,000


Financial independence forecast