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 2,905,242 and my FI portfolio increased to USD 1,551,532


Net worth

USD 2,905,242

Since the last update on my net worth has increased with USD 839,039 (+ 40.61 %).

FI portfolio

USD 1,551,532

Since the last update on my FI portfolio has increased with USD 245,874 (+ 18.83 %).

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 34.5% on my way to achive my FIRE target of USD 4,500,000. This is 5.5 percentage points closer, compared to the last net worth update.

USD 1,551,532 FIRE target: USD 4,500,000


34.5%


FI portfolio


My FI portfolio now consists of USD 686,254 (44.2%) in investments, USD 779,128 (50.2%) in retirement accounts, and USD 86,150 (5.6%) in cash.

Investments

Since my last update, my investments increased with USD 202,063 (41.73%), of which USD 2,150 was from contributions, and USD -6,907 was from returns.

Since I started tracking, my total contributions have been USD 17,150, and my total return has been USD 180,156.

Retirement accounts

Since my last update, my retirement accounts increased with USD 56,633 (7.84%).

Since I started tracking, my total contributions have been USD 13,000, and my total return is USD 43,861.




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


If I quit working today, my monthly pay out would be USD 5,171 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
5,171/month
(4.0% SWR)
4,525/month
(3.5% SWR)
3,878/month
(3.0% SWR)


When can I retire?


FI date


My age

52

I am currently aiming to save/invest approximately USD 8,500 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 4,500,000 in 7 years and 9 months, in , and at that time I will be 52 years old.

By that time I will have invested/saved another USD 799,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 2,149,468


Financial independence forecast