Net worth update per
This is mudpie's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to CHF 1,186,813 and my FI portfolio increased to CHF 926,556
Net worth
CHF 1,186,813
Since the last update on my net worth has increased with CHF 29,740 (+ 2.57 %).
FI portfolio
CHF 926,556
Since the last update on my FI portfolio has increased with CHF 29,740 (+ 3.32 %).
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 92.7% on my way to achive my FIRE target of CHF 1,000,000. This is 3.0 percentage points closer, compared to the last net worth update.
CHF 926,556 FIRE target: CHF 1,000,000
FI portfolio
My FI portfolio now consists of CHF 624,451 (67.4%) in investments, CHF 222,113 (24.0%) in retirement accounts, and CHF 79,992 (8.6%) in cash.
Since my last update, my investments increased with CHF 22,435 (3.73%).
Since my last update, my retirement accounts increased with CHF 9,781 (4.61%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CHF 3,088 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 -3 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another CHF 50,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CHF
23,444