Net worth update per
This is VW1's #12 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 765,370 and my FI portfolio increased to USD 588,030
Net worth
USD 765,370
Since the last update on my net worth has increased with USD 37,983 (+ 5.22 %).
FI portfolio
USD 588,030
Since the last update on my FI portfolio has increased with USD 37,283 (+ 6.77 %).
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 USD.
I am now 23.5% on my way to achive my FIRE target of USD 2,500,000. This is 1.5 percentage points closer, compared to the last net worth update.
USD 588,030 FIRE target: USD 2,500,000
FI portfolio
My FI portfolio now consists of USD 43,097 (7.3%) in investments, USD 544,676 (92.6%) in retirement accounts, and USD 257 (0.0%) in cash.
Since my last update, my investments
increased
with USD 2,263
(5.54%).
Since I started tracking, my total contributions have been
USD
7,250,
and my total return has been
USD
23,900.
Since my last update, my retirement accounts
increased
with USD 34,956
(6.86%).
Since I started tracking, my total contributions have been
USD
13,006,
and my total return is
USD
243,033.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 1,960 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
53
I am currently aiming to save/invest
approximately USD
2,700
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 2,500,000
in 9 years and 10 months,
in , and at that time I will be
53 years old.
By that time I will have invested/saved
another USD 367,200,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
1,544,770