Net worth update per
This is FIRELINE's #5 net worth update. Please check out my profile here for more information. As of , my net worth decreased to CHF 337,712 and my FI portfolio decreased to CHF 337,712
Net worth
CHF 337,712
Since the last update on my net worth has decreased with CHF -1,910 ( -0.56 %).
FI portfolio
CHF 337,712
Since the last update on my FI portfolio has decreased with CHF -1,910 ( -0.56 %).
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 CHF.
I am now 46.4% on my way to achive my FIRE target of CHF 727,273. This is -0.3 percentage points closer, compared to the last net worth update.
CHF 337,712 FIRE target: CHF 727,273
FI portfolio
My FI portfolio now consists of CHF 188,346 (55.8%) in investments, CHF 119,201 (35.3%) in retirement accounts, and CHF 30,165 (8.9%) in cash.
Since my last update, my investments
decreased
with CHF -9,298
(-4.7%).
Since I started tracking, my total contributions have been
CHF
7,029,
and my total return has been
CHF
164,598.
Since my last update, my retirement accounts
increased
with CHF 4,461
(3.89%).
Since I started tracking, my total contributions have been
CHF
14,342,
and my total return is
CHF
120,380.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CHF 1,125 for the rest of my life.
Monthly SWR amount
Retire today with (CHF)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately CHF
5,500
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of CHF 727,273
in 2 years and 4 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another CHF 286,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CHF
103,561