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Net worth update per


This is brian's #36 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 167,264 and my FI portfolio increased to USD 161,041


Net worth

USD 167,264

Since the last update on my net worth has increased with USD 7,207 (+ 4.5 %).

FI portfolio

USD 161,041

Since the last update on my FI portfolio has increased with USD 7,803 (+ 5.09 %).

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.

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.
Change
Cash 36,783 +1,388 38,171
Investments 57,239 +969 58,208
Retirement acc 59,216 +5,446 64,662
Real estate 0 0 0
Other assets 16,500 0 16,500
Total assets 169,738 +7,803 177,541

Mortgage 0 0 0
Other debt 9,681 + 596 10,277
Total debt 9,681 + 596 10,277
Change
Cash 8,001 +30,170 38,171
Investments 119,864 -61,656 58,208
Retirement acc 58,051 +6,611 64,662
Real estate 0 0 0
Other assets 17,750 -1,250 16,500
Total assets 203,666 -26,125 177,541

Mortgage 0 0 0
Other debt 11,375 -1,098 10,277
Total debt 11,375 -1,098 10,277
Change
Cash 2,552 +35,619 38,171
Investments 23,804 +34,404 58,208
Retirement acc 10,359 +54,303 64,662
Real estate 0 0 0
Other assets 20,000 -3,500 16,500
Total assets 56,715 +120,826 177,541

Mortgage 0 0 0
Other debt 18,127 -7,850 10,277
Total debt 18,127 -7,850 10,277

I am now 6.4% on my way to achive my FIRE target of USD 2,500,000. This is 0.3 percentage points closer, compared to the last net worth update.

USD 161,041 FIRE target: USD 2,500,000


6.4%

FI portfolio

My FI portfolio now consists of USD 58,208 (36.1%) in investments, USD 64,662 (40.2%) in retirement accounts, and USD 38,171 (23.7%) in cash.

Investments

Since my last update, my investments increased with USD 969 (1.69%).

Since I started tracking, my total contributions have been USD 69,500, and my total return has been USD 112,512.

Retirement accounts

Since my last update, my retirement accounts increased with USD 5,446 (9.2%), of which USD 3,435 was from contributions , and USD 4,643 was from returns.

Since I started tracking, my total contributions have been USD 98,114, and my total return is USD 68,547.




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

If I quit working today, my monthly pay out would be USD 536 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
536/month
(4.0% SWR)
469/month
(3.5% SWR)
402/month
(3.0% SWR)


When can I retire?

FI date

My age

48

I am currently aiming to save/invest approximately USD 3,000 each month.

Assuming an annual return of 8% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 2,500,000 in 17 years and 9 months, in , and at that time I will be 48 years old.

By that time I will have invested/saved another USD 732,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 1,606,959


Financial independence forecast