Net worth update per March 22nd 2024
This is Jigo's #27 net worth update. Please check out my profile here for more information. As of March 22nd 2024, my net worth increased to AUD 1,620,482 and my FI portfolio increased to AUD 722,102
Net worth
AUD 1,620,482
Since the last update on February 29th 2024 my net worth has increased with AUD 25,166 (+ 1.58 %).
FI portfolio
AUD 722,102
Since the last update on February 29th 2024 my FI portfolio has increased with AUD 21,884 (+ 3.13 %).
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 14.4% on my way to achive my FIRE target of AUD 5,000,000. This is 0.4 percentage points closer, compared to the last net worth update.
AUD 722,102 FIRE target: AUD 5,000,000
FI portfolio
My FI portfolio now consists of AUD 224,400 (31.1%) in investments, AUD 494,104 (68.4%) in retirement accounts, and AUD 3,598 (0.5%) in cash.
Since my last update, my investments increased with AUD 6,534 (3.0%).
Since my last update, my retirement accounts increased with AUD 14,176 (2.95%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 2,407 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
December 2034
My age
47
I am currently aiming to save/invest
approximately AUD
20,000
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 5,000,000
in 9 years and 5 months,
in December 2034, and at that time I will be
47 years old.
By that time I will have invested/saved
another AUD 2,580,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,697,898