Net worth update per
This is jobdodger's #8 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 309,102 and my FI portfolio decreased to AUD 309,102
Net worth
AUD 309,102
Since the last update on my net worth has decreased with AUD -12,529 ( -3.9 %).
FI portfolio
AUD 309,102
Since the last update on my FI portfolio has decreased with AUD -12,529 ( -3.9 %).
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 AUD.
I am now 19.3% on my way to achive my FIRE target of AUD 1,600,000. This is -0.8 percentage points closer, compared to the last net worth update.
AUD 309,102 FIRE target: AUD 1,600,000
FI portfolio
My FI portfolio now consists of AUD 194,802 (63.0%) in investments, AUD 25,195 (8.2%) in retirement accounts, and AUD 89,105 (28.8%) in cash.
Since my last update, my investments
decreased
with AUD -1,931
(-0.98%).
Since I started tracking, my total contributions have been
AUD
335,885,
and my total return has been
AUD
193,224.
Since my last update, my retirement accounts
increased
with AUD 1,347
(5.65%).
Since I started tracking, my total contributions have been
AUD
42,798,
and my total return is
AUD
9,563.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,030 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
42
I am currently aiming to save/invest
approximately AUD
4,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,600,000
in 8 years and 0 months,
in , and at that time I will be
42 years old.
By that time I will have invested/saved
another AUD 500,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
790,898