Net worth update per
This is ddog's #37 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 239,287 and my FI portfolio decreased to AUD 324,440
Net worth
AUD 239,287
Since the last update on my net worth has decreased with AUD -10,869 ( -4.34 %).
FI portfolio
AUD 324,440
Since the last update on my FI portfolio has decreased with AUD -10,869 ( -3.24 %).
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 16.2% on my way to achive my FIRE target of AUD 2,000,000. This is -0.5 percentage points closer, compared to the last net worth update.
AUD 324,440 FIRE target: AUD 2,000,000
FI portfolio
My FI portfolio now consists of AUD 230,569 (71.1%) in investments, AUD 81,054 (25.0%) in retirement accounts, and AUD 12,817 (4.0%) in cash.
Since my last update, my investments decreased with AUD -7,437 (-3.12%).
Since my last update, my retirement accounts increased with AUD 597 (0.74%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,081 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
45
I am currently aiming to save/invest
approximately AUD
2,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,000,000
in 12 years and 11 months,
in , and at that time I will be
45 years old.
By that time I will have invested/saved
another AUD 336,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,339,560