Net worth update per



This is my #8 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 949,579 and my FI portfolio increased to USD 661,164


Net worth

USD 949,579

Since the last update on my net worth has increased with USD 41,792 (+ 4.6 %).

FI portfolio

USD 661,164

Since the last update on my FI portfolio has increased with USD 41,055 (+ 6.62 %).

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.

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.

I am now 52.9% on my way to achive my FIRE target of USD 1,250,000. This is 3.3 percentage points closer, compared to the last net worth update.

USD 661,164 FIRE target: USD 1,250,000


52.9%


FI portfolio


My FI portfolio now consists of USD 281,339 (42.6%) in investments, USD 373,633 (56.5%) in retirement accounts, and USD 6,192 (0.9%) in cash.

Investments

Since my last update, my investments increased with USD 32,176 (12.91%).

Retirement accounts

Since my last update, my retirement accounts increased with USD 18,625 (5.25%).




How much can I withdraw according to the 4%-rule?


If I quit working today, my monthly pay out would be USD 2,203 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
2,203/month
(4.0% SWR)
1,928/month
(3.5% SWR)
1,652/month
(3.0% SWR)


When can I retire?


FI date


My age

36

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 3 years and 7 months, in , and at that time I will be 36 years old.

By that time I will have invested/saved another USD 255,200, while the rest will be return on my existing FI portfolio and the new investments, in total USD 333,636


Financial independence forecast