Net worth update per



This is my #142 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 242,073 and my FI portfolio increased to USD 242,073


Net worth

USD 242,073

Since the last update on my net worth has increased with USD 742 (+ 0.31 %).

FI portfolio

USD 242,073

Since the last update on my FI portfolio has increased with USD 742 (+ 0.31 %).

Net worth
FI portfolio

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

I am now 48.4% on my way to achive my FIRE target of USD 500,000. This is 0.1 percentage points closer, compared to the last net worth update.

USD 242,073 FIRE target: USD 500,000


48.4%


FI portfolio


My FI portfolio now consists of USD 53,042 (21.9%) in investments, USD 180,551 (74.6%) in retirement accounts, and USD 8,480 (3.5%) in cash.

Investments

Since my last update, my investments increased with USD 169 (0.32%).

Since I started tracking, my total contributions have been USD 20,650, and my total return has been USD 9,865.

Retirement accounts

Since my last update, my retirement accounts increased with USD 573 (0.32%).

Since I started tracking, my total contributions have been USD 6,000, and my total return is USD 33,952.




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


If I quit working today, my monthly pay out would be USD 806 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
806/month
(4.0% SWR)
706/month
(3.5% SWR)
605/month
(3.0% SWR)


When can I retire?


FI date


My age

44

I am currently aiming to save/invest approximately USD 1,400 each month.

Assuming an annual return of 8% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 500,000 in 5 years and 8 months, in , and at that time I will be 44 years old.

By that time I will have invested/saved another USD 96,600, while the rest will be return on my existing FI portfolio and the new investments, in total USD 161,327


Financial independence forecast