Net worth update per
This is Yannick's #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 350,757 and my FI portfolio increased to EUR 195,025
Net worth
EUR 350,757
Since the last update on my net worth has increased with EUR 57,166 (+ 19.47 %).
FI portfolio
EUR 195,025
Since the last update on my FI portfolio has increased with EUR 41,506 (+ 27.04 %).
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 EUR.
I am now 24.4% on my way to achive my FIRE target of EUR 800,000. This is 5.2 percentage points closer, compared to the last net worth update.
EUR 195,025 FIRE target: EUR 800,000
FI portfolio
My FI portfolio now consists of EUR 111,833 (57.3%) in investments, EUR 48,000 (24.6%) in retirement accounts, and EUR 35,192 (18.0%) in cash.
Since my last update, my investments
increased
with EUR 4,838
(4.52%), of which
EUR
5,300
was from
contributions, and EUR
-462 was from
returns.
Since I started tracking, my total contributions have been
EUR
5,300,
and my total return has been
EUR
-462.
Since my last update, my retirement accounts
increased
with EUR 48,000
(100%).
Since I started tracking, my total contributions have been
EUR
0,
and my total return is
EUR
48,000.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 650 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
42
I am currently aiming to save/invest
approximately EUR
2,600
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 800,000
in 7 years and 6 months,
in , and at that time I will be
42 years old.
By that time I will have invested/saved
another EUR 257,400,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
347,575