Net worth update per
This is teamluther's #12 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 153,101 and my FI portfolio increased to USD 92,002
Net worth
USD 153,101
Since the last update on my net worth has increased with USD 3,497 (+ 2.34 %).
FI portfolio
USD 92,002
Since the last update on my FI portfolio has increased with USD 3,420 (+ 3.86 %).
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 USD.
I am now 6.1% on my way to achive my FIRE target of USD 1,500,000. This is 0.2 percentage points closer, compared to the last net worth update.
USD 92,002 FIRE target: USD 1,500,000
FI portfolio
My FI portfolio now consists of USD 540 (0.6%) in investments, USD 78,453 (85.3%) in retirement accounts, and USD 13,009 (14.1%) in cash.
Since my last update, my investments increased with USD 80 (17.39%).
Since my last update, my retirement accounts increased with USD 1,411 (1.83%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be USD 306 for the rest of my life.
Monthly SWR amount
Retire today with (USD)
When can I retire?
FI date
My age
57
I am currently aiming to save/invest
approximately USD
1,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of USD 1,500,000
in 20 years and 5 months,
in , and at that time I will be
57 years old.
By that time I will have invested/saved
another USD 251,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total USD
1,156,998