Net worth update per
This is Jigo's #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 1,028,617 and my FI portfolio decreased to AUD 481,855
Net worth
AUD 1,028,617
Since the last update on my net worth has increased with AUD 49,944 (+ 5.1 %).
FI portfolio
AUD 481,855
Since the last update on my FI portfolio has decreased with AUD -1,780 ( -0.37 %).
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 10.8% on my way to achive my FIRE target of AUD 4,450,000. This is -0.0 percentage points closer, compared to the last net worth update.
AUD 481,855 FIRE target: AUD 4,450,000
FI portfolio
My FI portfolio now consists of AUD 129,282 (26.8%) in investments, AUD 341,134 (70.8%) in retirement accounts, and AUD 11,439 (2.4%) in cash.
Since my last update, my investments decreased with AUD -2,698 (-2.04%).
Since my last update, my retirement accounts decreased with AUD -766 (-0.22%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,606 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
47
I am currently aiming to save/invest
approximately AUD
15,500
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 4,450,000
in 10 years and 3 months,
in , and at that time I will be
47 years old.
By that time I will have invested/saved
another AUD 2,325,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,643,145