Net worth update per
This is swappy's #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 343,321 and my FI portfolio increased to USD 327,474
Net worth
USD 343,321
Since the last update on my net worth has increased with USD 10,495 (+ 3.15 %).
FI portfolio
USD 327,474
Since the last update on my FI portfolio has increased with USD 9,908 (+ 3.12 %).
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 USD.
I am now 65.5% on my way to achive my FIRE target of USD 500,000. This is 2.0 percentage points closer, compared to the last net worth update.
USD 327,474 FIRE target: USD 500,000
FI portfolio
My FI portfolio now consists of USD 4,647 (1.4%) in investments, USD 292,327 (89.3%) in retirement accounts, and USD 30,500 (9.3%) in cash.
Since my last update, my investments increased with USD 239 (5.42%).
Since my last update, my retirement accounts increased with USD 9,599 (3.4%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,091 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately USD
5,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 500,000
in -3 years and -5 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another USD 105,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
67,526