Net worth update per
This is my #73 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 859,798 and my FI portfolio increased to AUD 531,868
Net worth
AUD 859,798
Since the last update on my net worth has increased with AUD 9,109 (+ 1.07 %).
FI portfolio
AUD 531,868
Since the last update on my FI portfolio has increased with AUD 8,509 (+ 1.63 %).
The changes for each asset class is shown in the table below. All numbers are in AUD.
I am now 35.5% on my way to achive my FIRE target of AUD 1,500,000. This is 0.6 percentage points closer, compared to the last net worth update.
AUD 531,868 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 89,451 (16.8%) in investments, AUD 203,717 (38.3%) in retirement accounts, and AUD 238,700 (44.9%) in cash.
Since my last update, my investments
increased
with AUD 2,972
(3.44%), of which
AUD
1,702
was from
contributions, and AUD
-831 was from
returns.
Since I started tracking, my total contributions have been
AUD
155,563,
and my total return has been
AUD
-6,056.
Since my last update, my retirement accounts
increased
with AUD 3,137
(1.56%), of which
AUD
1,847
was from
contributions
, and AUD
-236 was from
returns.
Since I started tracking, my total contributions have been
AUD
46,503,
and my total return is
AUD
20,985.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,772 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
49
I am currently aiming to save/invest
approximately AUD
8,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,500,000
in 5 years and 10 months,
in , and at that time I will be
49 years old.
By that time I will have invested/saved
another AUD 616,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
352,132