Net worth update per
This is Evie's #4 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 48,431 and my FI portfolio increased to EUR 48,431
Net worth
EUR 48,431
Since the last update on my net worth has increased with EUR 3,833 (+ 8.59 %).
FI portfolio
EUR 48,431
Since the last update on my FI portfolio has increased with EUR 3,833 (+ 8.59 %).
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 EUR.
I am now 16.1% on my way to achive my FIRE target of EUR 300,000. This is 1.3 percentage points closer, compared to the last net worth update.
EUR 48,431 FIRE target: EUR 300,000
FI portfolio
My FI portfolio now consists of EUR 35,791 (73.9%) in investments, EUR 2,640 (5.5%) in retirement accounts, and EUR 10,000 (20.6%) in cash.
Since my last update, my investments
increased
with EUR 3,543
(10.99%).
Since I started tracking, my total contributions have been
EUR
36,600,
and my total return has been
EUR
20,024.
Since my last update, my retirement accounts
increased
with EUR 240
(10.0%).
Since I started tracking, my total contributions have been
EUR
743,
and my total return is
EUR
-58.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 161 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
37
I am currently aiming to save/invest
approximately EUR
1,200
each month.
Assuming an annual return of
8% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 300,000
in 5 years and 9 months,
in , and at that time I will be
37 years old.
By that time I will have invested/saved
another EUR 138,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
113,569