Net worth update per
This is VW1's #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 665,714 and my FI portfolio increased to USD 505,714
Net worth
USD 665,714
Since the last update on my net worth has increased with USD 11,690 (+ 1.79 %).
FI portfolio
USD 505,714
Since the last update on my FI portfolio has increased with USD 11,690 (+ 2.37 %).
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 20.2% on my way to achive my FIRE target of USD 2,500,000. This is 0.5 percentage points closer, compared to the last net worth update.
USD 505,714 FIRE target: USD 2,500,000
FI portfolio
My FI portfolio now consists of USD 29,170 (5.8%) in investments, USD 476,544 (94.2%) in retirement accounts, and USD 0 (0.0%) in cash.
Since my last update, my investments
decreased
with USD 0
(0.0%).
Since I started tracking, my total contributions have been
USD
7,250,
and my total return has been
USD
23,900.
Since my last update, my retirement accounts
increased
with USD 11,690
(2.51%).
Since I started tracking, my total contributions have been
USD
13,006,
and my total return is
USD
243,033.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,685 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
51
I am currently aiming to save/invest
approximately USD
2,700
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 2,500,000
in 8 years and 5 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another USD 399,600,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
1,594,686