Net worth update per



This is my #10 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 1,111,371 and my FI portfolio increased to USD 843,846


Net worth

USD 1,111,371

Since the last update on my net worth has increased with USD 270,644 (+ 32.19 %).

FI portfolio

USD 843,846

Since the last update on my FI portfolio has increased with USD 290,561 (+ 52.52 %).

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.

I am now 42.2% on my way to achive my FIRE target of USD 2,000,000. This is 14.5 percentage points closer, compared to the last net worth update.

USD 843,846 FIRE target: USD 2,000,000


42.2%


FI portfolio


My FI portfolio now consists of USD 117,161 (13.9%) in investments, USD 619,635 (73.4%) in retirement accounts, and USD 107,050 (12.7%) in cash.

Investments

Since my last update, my investments increased with USD 32,921 (39.08%).

Retirement accounts

Since my last update, my retirement accounts increased with USD 208,569 (50.74%).




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


If I quit working today, my monthly pay out would be USD 2,812 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
2,812/month
(4.0% SWR)
2,461/month
(3.5% SWR)
2,109/month
(3.0% SWR)


When can I retire?


FI date


My age

41

I am currently aiming to save/invest approximately USD 6,000 each month.

Assuming an annual return of 8% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 2,000,000 in 6 years and 7 months, in , and at that time I will be 41 years old.

By that time I will have invested/saved another USD 480,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 676,154


Financial independence forecast