Net worth update per
This is r46n4r0k's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 785,307 and my FI portfolio increased to AUD 630,257
Net worth
AUD 785,307
Since the last update on my net worth has increased with AUD 3,737 (+ 0.48 %).
FI portfolio
AUD 630,257
Since the last update on my FI portfolio has increased with AUD 2,487 (+ 0.4 %).
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 52.5% on my way to achive my FIRE target of AUD 1,200,000. This is 0.2 percentage points closer, compared to the last net worth update.
AUD 630,257 FIRE target: AUD 1,200,000
FI portfolio
My FI portfolio now consists of AUD 20,500 (3.3%) in investments, AUD 364,482 (57.8%) in retirement accounts, and AUD 245,275 (38.9%) in cash.
Since my last update, my investments decreased with AUD -500 (-2.38%).
Since my last update, my retirement accounts increased with AUD 3,162 (0.88%), of which AUD 771 was from contributions , and AUD 5,656 was from returns.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 2,100 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
52
I am currently aiming to save/invest
approximately AUD
2,500
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,200,000
in 5 years and 9 months,
in , and at that time I will be
52 years old.
By that time I will have invested/saved
another AUD 175,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
394,743