Net worth update per
This is surrealBits's #11 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 430,000 and my FI portfolio increased to EUR 90,000
Net worth
EUR 430,000
Since the last update on my net worth has increased with EUR 60,000 (+ 16.22 %).
FI portfolio
EUR 90,000
Since the last update on my FI portfolio has increased with EUR 20,000 (+ 28.57 %).
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 EUR.
I am now 7.5% on my way to achive my FIRE target of EUR 1,200,000. This is 1.7 percentage points closer, compared to the last net worth update.
EUR 90,000 FIRE target: EUR 1,200,000
FI portfolio
My FI portfolio now consists of EUR 50,000 (55.6%) in investments, and EUR 40,000 (44.4%) in cash.
Since my last update, my investments
increased
with EUR 30,000
(150.0%), of which
EUR
30,000
was from
contributions, and EUR
0 was from
returns.
Since I started tracking, my total contributions have been
EUR
50,000,
and my total return has been
EUR
0.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 300 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
50
I am currently aiming to save/invest
approximately EUR
4,000
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 1,200,000
in 13 years and 3 months,
in , and at that time I will be
50 years old.
By that time I will have invested/saved
another EUR 708,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
402,000