Net worth update per
This is goofyHawk7's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to AUD 488,490 and my FI portfolio increased to AUD 208,814
Net worth
AUD 488,490
Since the last update on my net worth has increased with AUD 4,414 (+ 0.91 %).
FI portfolio
AUD 208,814
Since the last update on my FI portfolio has increased with AUD 3,373 (+ 1.64 %).
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 10.4% on my way to achive my FIRE target of AUD 2,000,001. This is 0.2 percentage points closer, compared to the last net worth update.
AUD 208,814 FIRE target: AUD 2,000,001
FI portfolio
My FI portfolio now consists of AUD 136,516 (65.4%) in retirement accounts, and AUD 72,298 (34.6%) in cash.
Since my last update, my investments
decreased
with AUD -2
(-100.0%).
Since I started tracking, my total contributions have been
AUD
40,675,
and my total return has been
AUD
-63,659.
Since my last update, my retirement accounts
increased
with AUD 6,618
(5.09%).
Since I started tracking, my total contributions have been
AUD
8,176,
and my total return is
AUD
49,930.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be AUD 696 for the rest of my life.
Monthly SWR amount
Retire today with (AUD)
When can I retire?
FI date
My age
52
I am currently aiming to save/invest
approximately AUD
7,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of AUD 2,000,001
in 9 years and 6 months,
in , and at that time I will be
52 years old.
By that time I will have invested/saved
another AUD 875,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total AUD
916,187