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Net worth update per



This is Kelloggz'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 355,495 and my FI portfolio was USD 370,495.


Net worth

USD 355,495

FI portfolio

USD 370,495

I am now 7.4% on my way to achive my FIRE target of USD 5,000,000.

USD 370,495 FIRE target: USD 5,000,000


7.4%

FI portfolio


My FI portfolio now consists of USD 74,643 (20.1%) in investments, USD 292,914 (79.1%) in retirement accounts, and USD 2,938 (0.8%) in cash.




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



If I quit working today, my monthly pay out would be USD 1,234 for the rest of my life.

Retire today with (USD)
1,234/month
(4.0% SWR)
1,080/month
(3.5% SWR)
926/month
(3.0% SWR)


When can I retire?


FI date


My age

34

I am currently aiming to save/invest approximately USD 2,326 each month.

Assuming an annual return of 40% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 5,000,000 in 3 years and 3 months, in , and at that time I will be 34 years old.

By that time I will have invested/saved another USD 174,450, while the rest will be return on my existing FI portfolio and the new investments, in total USD 4,455,055


Financial independence forecast