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Net worth update per


This is FalcoPleurothallis's #519 net worth update. Please check out my profile here for more information. As of , my net worth decreased to USD 349,562 and my FI portfolio decreased to USD 349,562


Net worth

USD 349,562

Since the last update on my net worth has decreased with USD -3,350 ( -0.95 %).

FI portfolio

USD 349,562

Since the last update on my FI portfolio has decreased with USD -3,350 ( -0.95 %).

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 USD.
Change
Cash 10,692 +3,043 13,735
Investments 86,951 -1,223 85,728
Retirement acc 255,269 -5,170 250,099
Real estate 0 0 0
Other assets 0 0 0
Total assets 352,912 -3,350 349,562

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0
Change
Cash 15,017 -1,282 13,735
Investments 74,879 +10,849 85,728
Retirement acc 217,757 +32,342 250,099
Real estate 0 0 0
Other assets 0 0 0
Total assets 307,653 +41,909 349,562

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0
Change
Cash 20,502 -6,767 13,735
Investments 22,774 +62,954 85,728
Retirement acc 141,441 +108,658 250,099
Real estate 0 0 0
Other assets 0 0 0
Total assets 184,717 +164,845 349,562

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

I am now 47.9% on my way to achive my FIRE target of USD 730,000. This is -0.5 percentage points closer, compared to the last net worth update.

USD 349,562 FIRE target: USD 730,000


47.9%

FI portfolio

My FI portfolio now consists of USD 85,728 (24.5%) in investments, USD 250,099 (71.5%) in retirement accounts, and USD 13,735 (3.9%) in cash.

Investments

Since my last update, my investments decreased with USD -1,223 (-1.41%).

Since I started tracking, my total contributions have been USD 60,176, and my total return has been USD 52,870.

Retirement accounts

Since my last update, my retirement accounts decreased with USD -5,170 (-2.03%).

Since I started tracking, my total contributions have been USD 50,667, and my total return is USD 209,390.




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

If I quit working today, my monthly pay out would be USD 1,165 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
1,165/month
(4.0% SWR)
1,019/month
(3.5% SWR)
873/month
(3.0% SWR)


When can I retire?

FI date

My age

48

I am currently aiming to save/invest approximately USD 2,000 each month.

Assuming an annual return of 7% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 730,000 in 4 years and 3 months, in , and at that time I will be 48 years old.

By that time I will have invested/saved another USD 154,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 226,438


Financial independence forecast