Net worth update per
This is swordy's #4 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 1,806,113 and my FI portfolio decreased to AUD 1,234,229
Net worth
AUD 1,806,113
Since the last update on my net worth has decreased with AUD -309,089 ( -14.61 %).
FI portfolio
AUD 1,234,229
Since the last update on my FI portfolio has decreased with AUD -305,913 ( -19.86 %).
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 AUD.
I am now 47.5% on my way to achive my FIRE target of AUD 2,600,000. This is -11.8 percentage points closer, compared to the last net worth update.
AUD 1,234,229 FIRE target: AUD 2,600,000
FI portfolio
My FI portfolio now consists of AUD 915,229 (74.2%) in investments, AUD 305,000 (24.7%) in retirement accounts, and AUD 14,000 (1.1%) in cash.
Since my last update, my investments decreased with AUD -316,190 (-25.68%).
Since my last update, my retirement accounts increased with AUD 14,277 (4.91%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 4,114 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
42
I am currently aiming to save/invest
approximately AUD
1,500
each month.
Assuming an annual return of
13% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,600,000
in 5 years and 1 months,
in , and at that time I will be
42 years old.
By that time I will have invested/saved
another AUD 97,500,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,268,271