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Net worth update per



This is artisticCake3'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 CHF 260,000 and my FI portfolio was CHF 260,000.


Net worth

CHF 260,000

FI portfolio

CHF 260,000

I am now 5.2% on my way to achive my FIRE target of CHF 5,000,000.

CHF 260,000 FIRE target: CHF 5,000,000


5.2%

FI portfolio


My FI portfolio now consists of CHF 200,000 (76.9%) in investments, CHF 10,000 (3.8%) in retirement accounts, and CHF 50,000 (19.2%) in cash.




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



If I quit working today, my monthly pay out would be CHF 866 for the rest of my life.

Retire today with (CHF)
866/month
(4.0% SWR)
758/month
(3.5% SWR)
650/month
(3.0% SWR)


When can I retire?


FI date


My age

44

I am currently aiming to save/invest approximately CHF 3,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of CHF 5,000,000 in 18 years and 6 months, in , and at that time I will be 44 years old.

By that time I will have invested/saved another CHF 804,000, while the rest will be return on my existing FI portfolio and the new investments, in total CHF 3,936,000


Financial independence forecast