Net worth update per



This is my #2 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 219,000 and my FI portfolio increased to USD 155,000


Net worth

USD 219,000

Since the last update on my net worth has increased with USD 11,000 (+ 5.29 %).

FI portfolio

USD 155,000

Since the last update on my FI portfolio has increased with USD 25,000 (+ 19.23 %).

Net worth
FI portfolio

The changes for each asset class compared to the previous reporting ( ) is shown in the table below. All numbers are in USD.

I am now 31.0% on my way to achive my FIRE target of USD 500,000. This is 5.0 percentage points closer, compared to the last net worth update.

USD 155,000 FIRE target: USD 500,000


31.0%


FI portfolio


My FI portfolio now consists of USD 155,000 (100.0%) in investments, and USD 0 (0.0%) in cash.

Investments

Since my last update, my investments increased with USD 25,000 (19.23%), of which USD 8,851 was from contributions, and USD 0 was from returns.

Since I started tracking, my total contributions have been USD 33,851, and my total return has been USD 0.




How much can I withdraw according to the 4%-rule?


If I quit working today, my monthly pay out would be USD 516 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
516/month
(4.0% SWR)
452/month
(3.5% SWR)
387/month
(3.0% SWR)


When can I retire?


FI date


My age

36

I am currently aiming to save/invest approximately USD 9,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 500,000 in 2 years and 4 months, in , and at that time I will be 36 years old.

By that time I will have invested/saved another USD 270,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 75,000


Financial independence forecast