Net worth update per
This is evol's #7 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 61,325 and my FI portfolio decreased to AUD 42,567
Net worth
AUD 61,325
Since the last update on my net worth has increased with AUD 12,056 (+ 24.47 %).
FI portfolio
AUD 42,567
Since the last update on my FI portfolio has decreased with AUD -5,742 ( -11.89 %).
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 AUD.
I am now 2.8% on my way to achive my FIRE target of AUD 1,500,000. This is -0.4 percentage points closer, compared to the last net worth update.
AUD 42,567 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 21,524 (50.6%) in investments, and AUD 21,043 (49.4%) in cash.
Since my last update, my investments
increased
with AUD 1,025
(5.0%), of which
AUD
24,700
was from
contributions, and AUD
-4,060 was from
returns.
Since I started tracking, my total contributions have been
AUD
48,721,
and my total return has been
AUD
-2,316.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 141 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
56
I am currently aiming to save/invest
approximately AUD
1,550
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,500,000
in 24 years and 7 months,
in , and at that time I will be
56 years old.
By that time I will have invested/saved
another AUD 520,800,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
936,633