Net worth update per
This is jrinvest4fi's #24 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 38,813 and my FI portfolio increased to AUD 162,535
Net worth
AUD 38,813
Since the last update on my net worth has increased with AUD 7,166 (+ 22.64 %).
FI portfolio
AUD 162,535
Since the last update on my FI portfolio has increased with AUD 7,910 (+ 5.12 %).
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 10.8% on my way to achive my FIRE target of AUD 1,500,000. This is 0.5 percentage points closer, compared to the last net worth update.
AUD 162,535 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 48,006 (29.5%) in investments, AUD 81,168 (49.9%) in retirement accounts, and AUD 33,361 (20.5%) in cash.
Since my last update, my investments increased with AUD 3,455 (7.76%).
Since my last update, my retirement accounts decreased with AUD 0 (0.0%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 541 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
55
I am currently aiming to save/invest
approximately AUD
1,900
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,500,000
in 20 years and 10 months,
in , and at that time I will be
55 years old.
By that time I will have invested/saved
another AUD 539,600,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
797,865