Net worth update per
This is htop's #40 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 409,693 and my FI portfolio increased to EUR 409,693
Net worth
EUR 409,693
Since the last update on my net worth has increased with EUR 20,147 (+ 5.17 %).
FI portfolio
EUR 409,693
Since the last update on my FI portfolio has increased with EUR 20,147 (+ 5.17 %).
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 34.1% on my way to achive my FIRE target of EUR 1,200,000. This is 1.7 percentage points closer, compared to the last net worth update.
EUR 409,693 FIRE target: EUR 1,200,000
FI portfolio
My FI portfolio now consists of EUR 397,133 (96.9%) in investments, and EUR 12,560 (3.1%) in cash.
Since my last update, my investments
increased
with EUR 12,613
(3.28%), of which
EUR
2,000
was from
contributions, and EUR
-73,083 was from
returns.
Since I started tracking, my total contributions have been
EUR
168,028,
and my total return has been
EUR
59,667.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 1,365 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
38
I am currently aiming to save/invest
approximately EUR
2,500
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 1,200,000
in 10 years and 3 months,
in , and at that time I will be
38 years old.
By that time I will have invested/saved
another EUR 317,500,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
472,807