Net worth update per
This is my #28 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 630,000 and my FI portfolio increased to USD 596,000
Net worth
USD 630,000
Since the last update on my net worth has increased with USD 23,000 (+ 3.79 %).
FI portfolio
USD 596,000
Since the last update on my FI portfolio has increased with USD 24,000 (+ 4.2 %).
The changes for each asset class is shown in the table below. All numbers are in USD.
I am now 59.6% on my way to achive my FIRE target of USD 1,000,000. This is 2.4 percentage points closer, compared to the last net worth update.
USD 596,000 FIRE target: USD 1,000,000
FI portfolio
My FI portfolio now consists of USD 544,766 (91.4%) in investments, USD 51,234 (8.6%) in retirement accounts, and USD 0 (0.0%) in cash.
Since my last update, my investments
increased
with USD 20,914
(3.99%), of which
USD
4,570
was from
contributions, and USD
-3,311 was from
returns.
Since I started tracking, my total contributions have been
USD
249,251,
and my total return has been
USD
166,774.
Since my last update, my retirement accounts
increased
with USD 3,086
(6.41%), of which
USD
7,750
was from
contributions
, and USD
-5,009 was from
returns.
Since I started tracking, my total contributions have been
USD
67,246,
and my total return is
USD
-13,271.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,986 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
37
I am currently aiming to save/invest
approximately USD
14,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,000,000
in 1 years and 6 months,
in , and at that time I will be
37 years old.
By that time I will have invested/saved
another USD 280,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
124,000