Net worth update per
This is my #84 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 876,168 and my FI portfolio decreased to AUD 440,754
Net worth
AUD 876,168
Since the last update on my net worth has decreased with AUD -3,721 ( -0.42 %).
FI portfolio
AUD 440,754
Since the last update on my FI portfolio has decreased with AUD -3,621 ( -0.81 %).
The changes for each asset class is shown in the table below. All numbers are in AUD.
I am now 29.4% on my way to achive my FIRE target of AUD 1,500,000. This is -0.2 percentage points closer, compared to the last net worth update.
AUD 440,754 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 146,975 (33.3%) in investments, AUD 206,779 (46.9%) in retirement accounts, and AUD 87,000 (19.7%) in cash.
Since my last update, my investments
increased
with AUD 678
(0.46%), 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
decreased
with AUD -3,499
(-1.66%), 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 1,469 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
50
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 6 years and 5 months,
in , and at that time I will be
50 years old.
By that time I will have invested/saved
another AUD 656,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
403,246