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Net worth update per


This is mudpie's #17 net worth update. Please check out my profile here for more information. As of , my net worth increased to CHF 1,523,196 and my FI portfolio increased to CHF 1,262,939


Net worth

CHF 1,523,196

Since the last update on my net worth has increased with CHF 15,863 (+ 1.05 %).

FI portfolio

CHF 1,262,939

Since the last update on my FI portfolio has increased with CHF 15,729 (+ 1.26 %).

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.

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in CHF.
Change
Cash 57,304 +14,199 71,503
Investments 897,726 -737 896,989
Retirement acc 292,180 +2,267 294,447
Real estate 255,257 0 255,257
Other assets 5,000 0 5,000
Total assets 1,507,467 +15,729 1,523,196

Mortgage 0 0 0
Other debt 134 -134 0
Total debt 134 -134 0
Change
Cash 74,371 -2,868 71,503
Investments 684,315 +212,674 896,989
Retirement acc 244,174 +50,273 294,447
Real estate 255,257 0 255,257
Other assets 5,000 0 5,000
Total assets 1,263,117 +260,079 1,523,196

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0
Change
Cash 44,016 +27,487 71,503
Investments 582,494 +314,495 896,989
Retirement acc 156,559 +137,888 294,447
Real estate 248,217 + 7,040 255,257
Other assets 5,000 0 5,000
Total assets 1,036,286 +486,910 1,523,196

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0

I am now 126.3% on my way to achive my FIRE target of CHF 1,000,000. This is 1.6 percentage points closer, compared to the last net worth update.

CHF 1,262,939 FIRE target: CHF 1,000,000


126.3%

FI portfolio

My FI portfolio now consists of CHF 896,989 (71.0%) in investments, CHF 294,447 (23.3%) in retirement accounts, and CHF 71,503 (5.7%) in cash.

Investments

Since my last update, my investments decreased with CHF -737 (-0.08%).

Since I started tracking, my total contributions have been CHF 1,346, and my total return has been CHF 394,899.

Retirement accounts

Since my last update, my retirement accounts increased with CHF 2,267 (0.78%).

Since I started tracking, my total contributions have been CHF 2,095, and my total return is CHF 205,451.




How much can I withdraw according to the 4%-rule?

If I quit working today, my monthly pay out would be CHF 4,209 for the rest of my life.


Monthly SWR amount
Retire today with (CHF)
4,209/month
(4.0% SWR)
3,683/month
(3.5% SWR)
3,157/month
(3.0% SWR)


When can I retire?

FI date

My age

41

I am currently aiming to save/invest approximately CHF 13,750 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of CHF 1,000,000 in 0 years and -7 months, in , and at that time I will be 41 years old.

By that time I will have invested/saved another CHF 13,750, while the rest will be return on my existing FI portfolio and the new investments, in total CHF -276,689


Financial independence forecast