Net worth update per
This is my #85 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 872,037 and my FI portfolio decreased to AUD 436,323
Net worth
AUD 872,037
Since the last update on my net worth has decreased with AUD -4,131 ( -0.47 %).
FI portfolio
AUD 436,323
Since the last update on my FI portfolio has decreased with AUD -4,431 ( -1.01 %).
The changes for each asset class is shown in the table below. All numbers are in AUD.
I am now 29.1% on my way to achive my FIRE target of AUD 1,500,000. This is -0.3 percentage points closer, compared to the last net worth update.
AUD 436,323 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 158,779 (36.4%) in investments, AUD 199,944 (45.8%) in retirement accounts, and AUD 77,600 (17.8%) in cash.
Since my last update, my investments
increased
with AUD 11,804
(8.03%), 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 -6,835
(-3.31%), 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 1,454 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 6 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
407,677