Net worth update per
This is Trihard20's #28 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 57,977 and my FI portfolio increased to USD 72,903
Net worth
USD 57,977
Since the last update on my net worth has increased with USD 7,217 (+ 14.22 %).
FI portfolio
USD 72,903
Since the last update on my FI portfolio has increased with USD 7,216 (+ 10.99 %).
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 4.9% on my way to achive my FIRE target of USD 1,500,000. This is 0.5 percentage points closer, compared to the last net worth update.
USD 72,903 FIRE target: USD 1,500,000
FI portfolio
My FI portfolio now consists of USD 4,035 (5.5%) in investments, USD 28,714 (39.4%) in retirement accounts, and USD 40,154 (55.1%) in cash.
Since my last update, my investments
increased
with USD 450
(12.55%).
Since I started tracking, my total contributions have been
USD
3,000,
and my total return has been
USD
5,569.
Since my last update, my retirement accounts
increased
with USD 1,469
(5.39%).
Since I started tracking, my total contributions have been
USD
11,983,
and my total return is
USD
44,234.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 243 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
49
I am currently aiming to save/invest
approximately USD
2,040
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,500,000
in 19 years and 5 months,
in , and at that time I will be
49 years old.
By that time I will have invested/saved
another USD 540,600,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
886,497