Net worth update per
This is Renie's #8 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 870,116 and my FI portfolio increased to AUD 326,478
Net worth
AUD 870,116
Since the last update on my net worth has increased with AUD 44,024 (+ 5.33 %).
FI portfolio
AUD 326,478
Since the last update on my FI portfolio has increased with AUD 35,865 (+ 12.34 %).
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 32.6% on my way to achive my FIRE target of AUD 1,000,000. This is 3.6 percentage points closer, compared to the last net worth update.
AUD 326,478 FIRE target: AUD 1,000,000
FI portfolio
My FI portfolio now consists of AUD 112,208 (34.4%) in investments, AUD 152,282 (46.6%) in retirement accounts, and AUD 61,988 (19.0%) in cash.
Since my last update, my investments increased with AUD 50,253 (81.11%).
Since my last update, my retirement accounts increased with AUD 15,313 (11.18%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,088 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
51
I am currently aiming to save/invest
approximately AUD
4,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,000,000
in 3 years and 9 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another AUD 308,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
365,522