Net worth update per
This is r46n4r0k's #23 net worth update. Please check out my profile here for more information. As of , my net worth decreased to AUD 781,582 and my FI portfolio decreased to AUD 610,532
Net worth
AUD 781,582
Since the last update on my net worth has decreased with AUD -11,109 ( -1.4 %).
FI portfolio
AUD 610,532
Since the last update on my FI portfolio has decreased with AUD -11,859 ( -1.91 %).
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 50.9% on my way to achive my FIRE target of AUD 1,200,000. This is -1.0 percentage points closer, compared to the last net worth update.
AUD 610,532 FIRE target: AUD 1,200,000
FI portfolio
My FI portfolio now consists of AUD 19,080 (3.1%) in investments, AUD 361,752 (59.3%) in retirement accounts, and AUD 229,700 (37.6%) in cash.
Since my last update, my investments increased with AUD 800 (4.38%).
Since my last update, my retirement accounts decreased with AUD -13,659 (-3.64%), of which AUD 580 was from contributions , and AUD -4,092 was from returns.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 2,035 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
54
I am currently aiming to save/invest
approximately AUD
2,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,200,000
in 7 years and 10 months,
in , and at that time I will be
54 years old.
By that time I will have invested/saved
another AUD 194,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
395,468