Net worth update per
This is raquela's #60 net worth update. Please check out my profile here for more information. As of , my net worth increased to CAD 240,456 and my FI portfolio increased to CAD 240,456
Net worth
CAD 240,456
Since the last update on my net worth has increased with CAD 7,240 (+ 3.1 %).
FI portfolio
CAD 240,456
Since the last update on my FI portfolio has increased with CAD 7,240 (+ 3.1 %).
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 CAD.
I am now 32.1% on my way to achive my FIRE target of CAD 750,000. This is 1.0 percentage points closer, compared to the last net worth update.
CAD 240,456 FIRE target: CAD 750,000
FI portfolio
My FI portfolio now consists of CAD 137,602 (57.2%) in investments, CAD 97,863 (40.7%) in retirement accounts, and CAD 4,991 (2.1%) in cash.
Since my last update, my investments
increased
with CAD 4,078
(3.05%).
Since I started tracking, my total contributions have been
CAD
3,120,
and my total return has been
CAD
107,866.
Since my last update, my retirement accounts
increased
with CAD 2,547
(2.67%).
Since I started tracking, my total contributions have been
CAD
429,
and my total return is
CAD
97,434.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CAD 801 for the rest of my life.
Monthly SWR amount
Retire today with (CAD)
When can I retire?
FI date
My age
44
I am currently aiming to save/invest
approximately CAD
1,700
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of CAD 750,000
in 7 years and 8 months,
in , and at that time I will be
44 years old.
By that time I will have invested/saved
another CAD 158,100,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CAD
351,444