Net worth update per
This is damnedbee's #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 507,003 and my FI portfolio increased to USD 404,000
Net worth
USD 507,003
Since the last update on my net worth has increased with USD 21,450 (+ 4.42 %).
FI portfolio
USD 404,000
Since the last update on my FI portfolio has increased with USD 20,000 (+ 5.21 %).
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 32.3% on my way to achive my FIRE target of USD 1,250,000. This is 1.6 percentage points closer, compared to the last net worth update.
USD 404,000 FIRE target: USD 1,250,000
FI portfolio
My FI portfolio now consists of USD 11,000 (2.7%) in investments, USD 384,000 (95.0%) in retirement accounts, and USD 9,000 (2.2%) in cash.
Since my last update, my investments increased with USD 3,000 (37.5%).
Since my last update, my retirement accounts increased with USD 16,000 (4.35%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,346 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
51
I am currently aiming to save/invest
approximately USD
4,500
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,250,000
in 3 years and 4 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another USD 423,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
423,000