Net worth update per
This is Kelloggz's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 496,195 and my FI portfolio increased to USD 510,772
Net worth
USD 496,195
Since the last update on my net worth has increased with USD 53,316 (+ 12.04 %).
FI portfolio
USD 510,772
Since the last update on my FI portfolio has increased with USD 53,316 (+ 11.65 %).
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 USD.
I am now 10.2% on my way to achive my FIRE target of USD 5,000,000. This is 1.1 percentage points closer, compared to the last net worth update.
USD 510,772 FIRE target: USD 5,000,000
FI portfolio
My FI portfolio now consists of USD 66,196 (13.0%) in investments, USD 431,067 (84.4%) in retirement accounts, and USD 13,509 (2.6%) in cash.
Since my last update, my investments increased with USD 811 (1.24%).
Since my last update, my retirement accounts
increased
with USD 42,226
(10.86%).
Since I started tracking, my total contributions have been
USD
5,012,
and my total return is
USD
22,840.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,702 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
33
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 1 years and 8 months,
in , and at that time I will be
33 years old.
By that time I will have invested/saved
another USD 155,842,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
4,333,386