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Net worth update per



This is Anon2040's first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was NZD 1,096,700 and my FI portfolio was NZD 1,456,459.


Net worth

NZD 1,096,700

FI portfolio

NZD 1,456,459

I am now 58.3% on my way to achive my FIRE target of NZD 2,500,000.

NZD 1,456,459 FIRE target: NZD 2,500,000


58.3%

FI portfolio


My FI portfolio now consists of NZD 1,215,210 (83.4%) in investments, NZD 51,567 (3.5%) in retirement accounts, and NZD 189,682 (13.0%) in cash.




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



If I quit working today, my monthly pay out would be NZD 4,854 for the rest of my life.

Retire today with (NZD)
4,854/month
(4.0% SWR)
4,248/month
(3.5% SWR)
3,641/month
(3.0% SWR)


When can I retire?


FI date


My age

41

I am currently aiming to save/invest approximately NZD 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 NZD 2,500,000 in 2 years and 1 months, in , and at that time I will be 41 years old.

By that time I will have invested/saved another NZD 224,000, while the rest will be return on my existing FI portfolio and the new investments, in total NZD 819,541


Financial independence forecast