Net worth update per
This is Beatrice's #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to EUR 2,785,000 and my FI portfolio increased to EUR 2,247,000
Net worth
EUR 2,785,000
Since the last update on my net worth has increased with EUR 33,000 (+ 1.2 %).
FI portfolio
EUR 2,247,000
Since the last update on my FI portfolio has increased with EUR 31,000 (+ 1.4 %).
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 EUR.
I am now 56.2% on my way to achive my FIRE target of EUR 4,000,000. This is 0.8 percentage points closer, compared to the last net worth update.
EUR 2,247,000 FIRE target: EUR 4,000,000
FI portfolio
My FI portfolio now consists of EUR 1,642,000 (73.1%) in investments, EUR 500,000 (22.3%) in retirement accounts, and EUR 105,000 (4.7%) in cash.
Since my last update, my investments increased with EUR 14,000 (0.86%).
Since my last update, my retirement accounts increased with EUR 10,000 (2.04%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be EUR 7,490 for the rest of my life.
Monthly SWR amount
Retire today with (EUR)
When can I retire?
FI date
My age
56
I am currently aiming to save/invest
approximately EUR
5,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of EUR 4,000,000
in 0 years and 9 months,
in , and at that time I will be
56 years old.
By that time I will have invested/saved
another EUR 395,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total EUR
1,358,000