Net worth update per
This is ThomasLinke's #37 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 570,321 and my FI portfolio increased to EUR 364,125
Net worth
EUR 570,321
Since the last update on my net worth has increased with EUR 27,594 (+ 5.08 %).
FI portfolio
EUR 364,125
Since the last update on my FI portfolio has increased with EUR 25,718 (+ 7.6 %).
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 EUR.
I am now 17.2% on my way to achive my FIRE target of EUR 2,117,987. This is 1.2 percentage points closer, compared to the last net worth update.
EUR 364,125 FIRE target: EUR 2,117,987
FI portfolio
My FI portfolio now consists of EUR 364,125 (100.0%) in investments, and EUR 0 (0.0%) in cash.
Since my last update, my investments
increased
with EUR 25,718
(7.6%), of which
EUR
2,237
was from
contributions, and EUR
7,773 was from
returns.
Since I started tracking, my total contributions have been
EUR
339,031,
and my total return has been
EUR
274,099.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 1,213 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
46
I am currently aiming to save/invest
approximately EUR
2,896
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 2,117,987
in 13 years and 9 months,
in , and at that time I will be
46 years old.
By that time I will have invested/saved
another EUR 553,136,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
1,200,726