Net worth update per
This is ScottC360's #9 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 960,269 and my FI portfolio increased to USD 674,420
Net worth
USD 960,269
Since the last update on my net worth has increased with USD 10,690 (+ 1.13 %).
FI portfolio
USD 674,420
Since the last update on my FI portfolio has increased with USD 13,256 (+ 2.0 %).
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 54.0% on my way to achive my FIRE target of USD 1,250,000. This is 1.1 percentage points closer, compared to the last net worth update.
USD 674,420 FIRE target: USD 1,250,000
FI portfolio
My FI portfolio now consists of USD 293,463 (43.5%) in investments, USD 372,626 (55.3%) in retirement accounts, and USD 8,331 (1.2%) in cash.
Since my last update, my investments increased with USD 12,124 (4.31%).
Since my last update, my retirement accounts decreased with USD -1,007 (-0.27%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 2,248 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
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 2 years and 3 months,
in , and at that time I will be
36 years old.
By that time I will have invested/saved
another USD 249,400,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
326,180