Net worth update per
This is whale13's #28 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 406,908 and my FI portfolio increased to EUR 76,908
Net worth
EUR 406,908
Since the last update on my net worth has increased with EUR 4,778 (+ 1.19 %).
FI portfolio
EUR 76,908
Since the last update on my FI portfolio has increased with EUR 12,224 (+ 18.9 %).
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 EUR.
I am now 17.1% on my way to achive my FIRE target of EUR 450,000. This is 2.7 percentage points closer, compared to the last net worth update.
EUR 76,908 FIRE target: EUR 450,000
FI portfolio
My FI portfolio now consists of EUR 43,058 (56.0%) in investments, EUR 12,850 (16.7%) in retirement accounts, and EUR 21,000 (27.3%) in cash.
Since my last update, my investments
increased
with EUR 7,479
(21.02%).
Since I started tracking, my total contributions have been
EUR
5,500,
and my total return has been
EUR
32,913.
Since my last update, my retirement accounts
increased
with EUR 3,745
(41.13%).
Since I started tracking, my total contributions have been
EUR
0,
and my total return is
EUR
4,947.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 256 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
50
I am currently aiming to save/invest
approximately EUR
1,500
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 450,000
in 10 years and 9 months,
in , and at that time I will be
50 years old.
By that time I will have invested/saved
another EUR 201,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
172,092