Net worth update per
This is FIRELINE's #12 net worth update. Please check out my profile here for more information. As of , my net worth increased to CHF 417,810 and my FI portfolio increased to CHF 417,810
Net worth
CHF 417,810
Since the last update on my net worth has increased with CHF 13,693 (+ 3.39 %).
FI portfolio
CHF 417,810
Since the last update on my FI portfolio has increased with CHF 13,693 (+ 3.39 %).
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 CHF.
I am now 57.4% on my way to achive my FIRE target of CHF 727,273. This is 1.9 percentage points closer, compared to the last net worth update.
CHF 417,810 FIRE target: CHF 727,273
FI portfolio
My FI portfolio now consists of CHF 206,458 (49.4%) in investments, CHF 171,007 (40.9%) in retirement accounts, and CHF 40,345 (9.7%) in cash.
Since my last update, my investments
increased
with CHF 3,541
(1.75%).
Since I started tracking, my total contributions have been
CHF
7,029,
and my total return has been
CHF
164,598.
Since my last update, my retirement accounts
increased
with CHF 7,673
(4.7%).
Since I started tracking, my total contributions have been
CHF
14,342,
and my total return is
CHF
120,380.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CHF 1,392 for the rest of my life.
Monthly SWR amount
Retire today with (CHF)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately CHF
5,500
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of CHF 727,273
in 2 years and 3 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another CHF 220,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CHF
89,463