Net worth update per
This is swordy's #6 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 1,797,479 and my FI portfolio increased to AUD 1,214,738
Net worth
AUD 1,797,479
Since the last update on my net worth has increased with AUD 209,524 (+ 13.19 %).
FI portfolio
AUD 1,214,738
Since the last update on my FI portfolio has increased with AUD 198,738 (+ 19.56 %).
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 46.7% on my way to achive my FIRE target of AUD 2,600,000. This is 7.6 percentage points closer, compared to the last net worth update.
AUD 1,214,738 FIRE target: AUD 2,600,000
FI portfolio
My FI portfolio now consists of AUD 867,498 (71.4%) in investments, AUD 339,240 (27.9%) in retirement accounts, and AUD 8,000 (0.7%) in cash.
Since my last update, my investments increased with AUD 149,498 (20.82%).
Since my last update, my retirement accounts increased with AUD 44,240 (15.0%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 4,049 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
43
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 2 months,
in , and at that time I will be
43 years old.
By that time I will have invested/saved
another AUD 99,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
1,286,262