Net worth update per
This is mudpie's #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to CHF 1,107,600 and my FI portfolio increased to CHF 847,343
Net worth
CHF 1,107,600
Since the last update on my net worth has increased with CHF 45,089 (+ 4.24 %).
FI portfolio
CHF 847,343
Since the last update on my FI portfolio has increased with CHF 38,049 (+ 4.7 %).
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 84.7% on my way to achive my FIRE target of CHF 1,000,000. This is 3.8 percentage points closer, compared to the last net worth update.
CHF 847,343 FIRE target: CHF 1,000,000
FI portfolio
My FI portfolio now consists of CHF 566,801 (66.9%) in investments, CHF 205,164 (24.2%) in retirement accounts, and CHF 75,378 (8.9%) in cash.
Since my last update, my investments increased with CHF 12,311 (2.22%).
Since my last update, my retirement accounts increased with CHF 32,261 (18.66%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CHF 2,824 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
10,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of CHF 1,000,000
in 0 years and 4 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another CHF 90,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CHF
62,657