Net worth update per
This is ScottC360's #7 net worth update. Please check out my profile here for more information. As of , my net worth decreased to USD 907,787 and my FI portfolio decreased to USD 620,109
Net worth
USD 907,787
Since the last update on my net worth has decreased with USD -62,601 ( -6.45 %).
FI portfolio
USD 620,109
Since the last update on my FI portfolio has decreased with USD -59,498 ( -8.75 %).
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 USD.
I am now 49.6% on my way to achive my FIRE target of USD 1,250,000. This is -4.8 percentage points closer, compared to the last net worth update.
USD 620,109 FIRE target: USD 1,250,000
FI portfolio
My FI portfolio now consists of USD 249,163 (40.2%) in investments, USD 355,008 (57.2%) in retirement accounts, and USD 15,938 (2.6%) in cash.
Since my last update, my investments decreased with USD -22,637 (-8.33%).
Since my last update, my retirement accounts decreased with USD -36,664 (-9.36%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 2,067 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
5,800
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,250,000
in 2 years and 5 months,
in , and at that time I will be
37 years old.
By that time I will have invested/saved
another USD 278,400,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
351,491