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This is goal_oriented's #67 net worth update. Please check out my profile here for more information. As of , my net worth increased to CAD 357,900 and my FI portfolio increased to CAD 303,500


Net worth

CAD 357,900

Since the last update on my net worth has increased with CAD 13,400 (+ 3.89 %).

FI portfolio

CAD 303,500

Since the last update on my FI portfolio has increased with CAD 13,200 (+ 4.55 %).

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 CAD.

I am now 35.7% on my way to achive my FIRE target of CAD 850,000. This is 1.6 percentage points closer, compared to the last net worth update.

CAD 303,500 FIRE target: CAD 850,000


35.7%


FI portfolio


My FI portfolio now consists of CAD 140,400 (46.3%) in investments, CAD 141,300 (46.6%) in retirement accounts, and CAD 21,800 (7.2%) in cash.

Investments

Since my last update, my investments increased with CAD 5,800 (4.31%).

Since I started tracking, my total contributions have been CAD 72,890, and my total return has been CAD 32,510.

Retirement accounts

Since my last update, my retirement accounts increased with CAD 8,300 (6.24%), of which CAD 2,100 was from contributions , and CAD 6,200 was from returns.

Since I started tracking, my total contributions have been CAD 82,582, and my total return is CAD -1,282.




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


If I quit working today, my monthly pay out would be CAD 1,011 for the rest of my life.


Monthly SWR amount
Retire today with (CAD)
1,011/month
(4.0% SWR)
885/month
(3.5% SWR)
758/month
(3.0% SWR)


When can I retire?


FI date


My age

35

I am currently aiming to save/invest approximately CAD 6,100 each month.

Assuming an annual return of 7% on my investments and my retirement accounts, I aim to reach my FIRE target of CAD 850,000 in 4 years and 10 months, in , and at that time I will be 35 years old.

By that time I will have invested/saved another CAD 359,900, while the rest will be return on my existing FI portfolio and the new investments, in total CAD 186,600


Financial independence forecast