Net worth update per



This is my #208 net worth update. Please check out my profile here for more information. As of , my net worth decreased to USD 268,891 and my FI portfolio decreased to USD 268,891


Net worth

USD 268,891

Since the last update on my net worth has decreased with USD -287 ( -0.11 %).

FI portfolio

USD 268,891

Since the last update on my FI portfolio has decreased with USD -287 ( -0.11 %).

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.

I am now 53.8% on my way to achive my FIRE target of USD 500,000. This is -0.1 percentage points closer, compared to the last net worth update.

USD 268,891 FIRE target: USD 500,000


53.8%


FI portfolio


My FI portfolio now consists of USD 66,206 (24.6%) in investments, USD 189,799 (70.6%) in retirement accounts, and USD 12,886 (4.8%) in cash.

Investments

Since my last update, my investments increased with USD 3,823 (6.13%).

Since I started tracking, my total contributions have been USD 34,605, and my total return has been USD 14,426.

Retirement accounts

Since my last update, my retirement accounts decreased with USD -135 (-0.07%).

Since I started tracking, my total contributions have been USD 6,000, and my total return is USD 45,579.




How much can I withdraw according to the 4%-rule?


If I quit working today, my monthly pay out would be USD 896 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
896/month
(4.0% SWR)
784/month
(3.5% SWR)
672/month
(3.0% SWR)


When can I retire?


FI date


My age

43

I am currently aiming to save/invest approximately USD 1,400 each month.

Assuming an annual return of 8% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 500,000 in 4 years and 11 months, in , and at that time I will be 43 years old.

By that time I will have invested/saved another USD 85,400, while the rest will be return on my existing FI portfolio and the new investments, in total USD 145,709


Financial independence forecast