Net worth update per
This is goofyHawk7's #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 454,960 and my FI portfolio increased to AUD 199,210
Net worth
AUD 454,960
Since the last update on my net worth has increased with AUD 10,559 (+ 2.38 %).
FI portfolio
AUD 199,210
Since the last update on my FI portfolio has increased with AUD 9,695 (+ 5.12 %).
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 13.3% on my way to achive my FIRE target of AUD 1,499,999. This is 0.6 percentage points closer, compared to the last net worth update.
AUD 199,210 FIRE target: AUD 1,499,999
FI portfolio
My FI portfolio now consists of AUD 123,333 (61.9%) in retirement accounts, and AUD 75,877 (38.1%) in cash.
Since my last update, my investments decreased with AUD 0 (0%).
Since my last update, my retirement accounts increased with AUD 5,465 (4.64%), of which AUD 4,088 was from contributions , and AUD 2,477 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 664 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
53
I am currently aiming to save/invest
approximately AUD
4,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 1,499,999
in 11 years and 3 months,
in , and at that time I will be
53 years old.
By that time I will have invested/saved
another AUD 548,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
752,789