Net worth update per



This is my 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 CHF 312,855 and my FI portfolio was CHF 312,855.


Net worth

CHF 312,855

FI portfolio

CHF 312,855

I am now 20.9% on my way to achive my FIRE target of CHF 1,500,000.

CHF 312,855 FIRE target: CHF 1,500,000


20.9%

FI portfolio


My FI portfolio now consists of CHF 93,000 (29.7%) in investments, CHF 8,795 (2.8%) in retirement accounts, and CHF 211,060 (67.5%) in cash.




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



If I quit working today, my monthly pay out would be CHF 1,042 for the rest of my life.

Retire today with (CHF)
1,042/month
(4.0% SWR)
912/month
(3.5% SWR)
782/month
(3.0% SWR)


When can I retire?


FI date


My age

41

I am currently aiming to save/invest approximately CHF 4,000 each month.

Assuming an annual return of 5% on my investments and my retirement accounts, I aim to reach my FIRE target of CHF 1,500,000 in 12 years and 2 months, in , and at that time I will be 41 years old.

By that time I will have invested/saved another CHF 692,000, while the rest will be return on my existing FI portfolio and the new investments, in total CHF 495,145


Financial independence forecast