Net worth update per
This is zzz's #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to SEK 398,293 and my FI portfolio increased to SEK 1,798,293
Net worth
SEK 398,293
Since the last update on my net worth has increased with SEK 398,293 (+ 100 %).
FI portfolio
SEK 1,798,293
Since the last update on my FI portfolio has increased with SEK 398,293 (+ 28.45 %).
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 SEK.
I am now 28.1% on my way to achive my FIRE target of SEK 6,400,000. This is 6.2 percentage points closer, compared to the last net worth update.
SEK 1,798,293 FIRE target: SEK 6,400,000
FI portfolio
My FI portfolio now consists of SEK 1,798,293 (100.0%) in investments, and SEK 0 (0.0%) in cash.
Since my last update, my investments
increased
with SEK 398,293
(28.45%), of which
SEK
74,420
was from
contributions, and SEK
323,873 was from
returns.
Since I started tracking, my total contributions have been
SEK
74,420,
and my total return has been
SEK
323,873.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be SEK 5,994 for the rest of my life.
Monthly SWR amount
Retire today with (SEK)
When can I retire?
FI date
My age
61
I am currently aiming to save/invest
approximately SEK
8,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of SEK 6,400,000
in 5 years and 3 months,
in , and at that time I will be
61 years old.
By that time I will have invested/saved
another SEK 952,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total SEK
3,649,707