Net worth update per
This is kai_'s #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 1,250,181 and my FI portfolio increased to AUD 385,201
Net worth
AUD 1,250,181
Since the last update on my net worth has increased with AUD 46,709 (+ 3.88 %).
FI portfolio
AUD 385,201
Since the last update on my FI portfolio has increased with AUD 47,120 (+ 13.94 %).
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 AUD.
I am now 19.3% on my way to achive my FIRE target of AUD 2,000,000. This is 2.4 percentage points closer, compared to the last net worth update.
AUD 385,201 FIRE target: AUD 2,000,000
FI portfolio
My FI portfolio now consists of AUD 204,574 (53.1%) in investments, AUD 168,875 (43.8%) in retirement accounts, and AUD 11,752 (3.1%) in cash.
Since my last update, my investments increased with AUD 16,837 (8.97%).
Since my last update, my retirement accounts increased with AUD 22,958 (15.73%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,284 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
33
I am currently aiming to save/invest
approximately AUD
18,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,000,000
in 3 years and 7 months,
in , and at that time I will be
33 years old.
By that time I will have invested/saved
another AUD 1,080,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
534,799