Net worth update per
This is Klimahelt's #14 net worth update. Please check out my profile here for more information. As of , my net worth increased to DKK 1,316,985 and my FI portfolio increased to DKK 716,689
Net worth
DKK 1,316,985
Since the last update on my net worth has increased with DKK 49,437 (+ 3.9 %).
FI portfolio
DKK 716,689
Since the last update on my FI portfolio has increased with DKK 41,036 (+ 6.07 %).
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 DKK.
I am now 8.5% on my way to achive my FIRE target of DKK 8,400,000. This is 0.5 percentage points closer, compared to the last net worth update.
DKK 716,689 FIRE target: DKK 8,400,000
FI portfolio
My FI portfolio now consists of DKK 152,675 (21.3%) in investments, DKK 488,037 (68.1%) in retirement accounts, and DKK 75,977 (10.6%) in cash.
Since my last update, my investments increased with DKK 7,534 (5.19%).
Since my last update, my retirement accounts
increased
with DKK 5,043
(1.04%), of which
DKK
17,188
was from
contributions
, and DKK
17,572 was from
returns.
Since I started tracking, my total contributions have been
DKK
306,102,
and my total return is
DKK
-24,815.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be DKK 2,388 for the rest of my life.
Monthly SWR amount
Retire today with (DKK)
When can I retire?
FI date
My age
54
I am currently aiming to save/invest
approximately DKK
20,000
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of DKK 8,400,000
in 16 years and 4 months,
in , and at that time I will be
54 years old.
By that time I will have invested/saved
another DKK 4,220,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total DKK
3,463,311