Net worth update per
This is my #72 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 77,125 and my FI portfolio decreased to AUD 74,125
Net worth
AUD 77,125
Since the last update on my net worth has decreased with AUD -1,667 ( -2.12 %).
FI portfolio
AUD 74,125
Since the last update on my FI portfolio has decreased with AUD -1,667 ( -2.2 %).
The changes for each asset class is shown in the table below. All numbers are in AUD.
I am now 3.7% on my way to achive my FIRE target of AUD 2,000,000. This is -0.1 percentage points closer, compared to the last net worth update.
AUD 74,125 FIRE target: AUD 2,000,000
FI portfolio
My FI portfolio now consists of AUD 7,782 (10.5%) in investments, AUD 33,773 (45.6%) in retirement accounts, and AUD 32,570 (43.9%) in cash.
Since my last update, my investments
decreased
with AUD -1,820
(-18.95%).
Since I started tracking, my total contributions have been
AUD
7,019,
and my total return has been
AUD
-11,314.
Since my last update, my retirement accounts
decreased
with AUD -2,515
(-6.93%), of which
AUD
621
was from
contributions
, and AUD
-3,136 was from
returns.
Since I started tracking, my total contributions have been
AUD
15,129,
and my total return is
AUD
-3,445.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 247 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
54
I am currently aiming to save/invest
approximately AUD
1,750
each month.
Assuming an annual return of
8% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,000,000
in 24 years and 9 months,
in , and at that time I will be
54 years old.
By that time I will have invested/saved
another AUD 521,500,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,404,375