Net worth update per
This is Manage_My_Money's #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 633,394 and my FI portfolio increased to AUD 198,219
Net worth
AUD 633,394
Since the last update on my net worth has increased with AUD 1,488 (+ 0.24 %).
FI portfolio
AUD 198,219
Since the last update on my FI portfolio has increased with AUD 1,488 (+ 0.76 %).
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 AUD.
I am now 19.8% on my way to achive my FIRE target of AUD 1,000,000. This is 0.1 percentage points closer, compared to the last net worth update.
AUD 198,219 FIRE target: AUD 1,000,000
FI portfolio
My FI portfolio now consists of AUD 38,472 (19.4%) in investments, AUD 72,014 (36.3%) in retirement accounts, and AUD 87,733 (44.3%) in cash.
Since my last update, my investments increased with AUD 4,101 (11.93%).
Since my last update, my retirement accounts increased with AUD 2,108 (3.02%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 660 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately AUD
2,000
each month.
Assuming an annual return of
8% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,000,000
in 9 years and 5 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another AUD 320,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
481,781