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Net worth update per



This is chas66's first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was SEK 6,327,586 and my FI portfolio was SEK 6,055,198.


Net worth

SEK 6,327,586

FI portfolio

SEK 6,055,198

I am now 50.5% on my way to achive my FIRE target of SEK 12,000,000.

SEK 6,055,198 FIRE target: SEK 12,000,000


50.5%

FI portfolio


My FI portfolio now consists of SEK 825,450 (13.6%) in investments, SEK 5,206,755 (86.0%) in retirement accounts, and SEK 22,993 (0.4%) in cash.




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



If I quit working today, my monthly pay out would be SEK 20,183 for the rest of my life.

Retire today with (SEK)
20,183/month
(4.0% SWR)
17,660/month
(3.5% SWR)
15,137/month
(3.0% SWR)


When can I retire?


FI date


My age

58

I am currently aiming to save/invest approximately SEK 30,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of SEK 12,000,000 in 3 years and 9 months, in , and at that time I will be 58 years old.

By that time I will have invested/saved another SEK 1,740,000, while the rest will be return on my existing FI portfolio and the new investments, in total SEK 4,204,802


Financial independence forecast