Net worth update per



This is my #213 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 270,007 and my FI portfolio increased to USD 270,007


Net worth

USD 270,007

Since the last update on my net worth has increased with USD 5,314 (+ 2.01 %).

FI portfolio

USD 270,007

Since the last update on my FI portfolio has increased with USD 5,314 (+ 2.01 %).

Net worth
FI portfolio

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

I am now 54.0% on my way to achive my FIRE target of USD 500,000. This is 1.1 percentage points closer, compared to the last net worth update.

USD 270,007 FIRE target: USD 500,000


54.0%


FI portfolio


My FI portfolio now consists of USD 65,600 (24.3%) in investments, USD 188,600 (69.9%) in retirement accounts, and USD 15,807 (5.9%) in cash.

Investments

Since my last update, my investments increased with USD 601 (0.92%).

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 increased with USD 1,740 (0.93%).

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 900 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
900/month
(4.0% SWR)
787/month
(3.5% SWR)
675/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 5 years and 0 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 144,593


Financial independence forecast