Net worth update per
This is ozzie_mustache's #4 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 337,032 and my FI portfolio increased to AUD 337,032
Net worth
AUD 337,032
Since the last update on my net worth has increased with AUD 15,068 (+ 4.68 %).
FI portfolio
AUD 337,032
Since the last update on my FI portfolio has increased with AUD 15,068 (+ 4.68 %).
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 22.5% on my way to achive my FIRE target of AUD 1,500,000. This is 1.0 percentage points closer, compared to the last net worth update.
AUD 337,032 FIRE target: AUD 1,500,000
FI portfolio
My FI portfolio now consists of AUD 131,592 (39.0%) in investments, AUD 82,480 (24.5%) in retirement accounts, and AUD 122,960 (36.5%) in cash.
Since my last update, my investments increased with AUD 20,162 (18.09%).
Since my last update, my retirement accounts decreased with AUD -1,732 (-2.06%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 1,123 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
41
I am currently aiming to save/invest
approximately AUD
7,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,500,000
in 2 years and 1 months,
in , and at that time I will be
41 years old.
By that time I will have invested/saved
another AUD 623,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
539,968