Net worth update per
This is freebeforefriday's #5 net worth update. Please check out my profile here for more information. As of , my net worth decreased to USD 614,497 and my FI portfolio increased to USD 500,950
Net worth
USD 614,497
Since the last update on my net worth has decreased with USD -111,448 ( -15.35 %).
FI portfolio
USD 500,950
Since the last update on my FI portfolio has increased with USD 8,985 (+ 1.83 %).
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 33.4% on my way to achive my FIRE target of USD 1,500,000. This is 0.6 percentage points closer, compared to the last net worth update.
USD 500,950 FIRE target: USD 1,500,000
FI portfolio
My FI portfolio now consists of USD 179,870 (35.9%) in investments, USD 313,425 (62.6%) in retirement accounts, and USD 7,655 (1.5%) in cash.
Since my last update, my investments decreased with USD -9,652 (-5.09%).
Since my last update, my retirement accounts increased with USD 18,359 (6.22%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,669 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately USD
2,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,500,000
in 6 years and 9 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another USD 270,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
729,050