Net worth update per
This is gammj's #114 net worth update. Please check out my profile here for more information. As of , my net worth increased to CAD 389,895 and my FI portfolio increased to CAD 384,576
Net worth
CAD 389,895
Since the last update on my net worth has increased with CAD 16,323 (+ 4.37 %).
FI portfolio
CAD 384,576
Since the last update on my FI portfolio has increased with CAD 12,297 (+ 3.3 %).
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 CAD.
I am now 22.0% on my way to achive my FIRE target of CAD 1,750,000. This is 0.7 percentage points closer, compared to the last net worth update.
CAD 384,576 FIRE target: CAD 1,750,000
FI portfolio
My FI portfolio now consists of CAD 185,388 (48.2%) in investments, CAD 196,674 (51.1%) in retirement accounts, and CAD 2,514 (0.7%) in cash.
Since my last update, my investments
increased
with CAD 6,948
(3.89%).
Since I started tracking, my total contributions have been
CAD
174,
and my total return has been
CAD
471,238.
Since my last update, my retirement accounts
increased
with CAD 7,503
(3.97%).
Since I started tracking, my total contributions have been
CAD
174,
and my total return is
CAD
985,011.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CAD 1,281 for the rest of my life.
Monthly SWR amount
Retire today with (CAD)
When can I retire?
FI date
My age
58
I am currently aiming to save/invest
approximately CAD
461
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of CAD 1,750,000
in 10 years and 2 months,
in , and at that time I will be
58 years old.
By that time I will have invested/saved
another CAD 109,257,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CAD
1,256,167