Net worth update per
This is Falco's #214 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 270,621 and my FI portfolio increased to USD 270,621
Net worth
USD 270,621
Since the last update on my net worth has increased with USD 614 (+ 0.23 %).
FI portfolio
USD 270,621
Since the last update on my FI portfolio has increased with USD 614 (+ 0.23 %).
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 54.1% 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 270,621 FIRE target: USD 500,000
FI portfolio
My FI portfolio now consists of USD 69,244 (25.6%) in investments, USD 189,292 (69.9%) in retirement accounts, and USD 12,085 (4.5%) in cash.
Since my last update, my investments
increased
with USD 3,644
(5.55%).
Since I started tracking, my total contributions have been
USD
53,693,
and my total return has been
USD
13,585.
Since my last update, my retirement accounts
increased
with USD 692
(0.37%).
Since I started tracking, my total contributions have been
USD
26,831,
and my total return is
USD
92,670.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 902 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
44
I am currently aiming to save/invest
approximately USD
1,400
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 500,000
in 1 years and 9 months,
in , and at that time I will be
44 years old.
By that time I will have invested/saved
another USD 91,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
138,379