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Net worth update per



This is swappy'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 USD 336,026 and my FI portfolio was USD 321,001.


Net worth

USD 336,026

FI portfolio

USD 321,001

I am now 64.2% on my way to achive my FIRE target of USD 500,000.

USD 321,001 FIRE target: USD 500,000


64.2%

FI portfolio


My FI portfolio now consists of USD 4,367 (1.4%) in investments, USD 286,275 (89.2%) in retirement accounts, and USD 30,359 (9.5%) in cash.




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



If I quit working today, my monthly pay out would be USD 1,070 for the rest of my life.

Retire today with (USD)
1,070/month
(4.0% SWR)
936/month
(3.5% SWR)
802/month
(3.0% SWR)


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 -6 months, in , and at that time I will be 40 years old.

By that time I will have invested/saved another USD 110,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 68,999


Financial independence forecast