Net worth update per
This is Nyx's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to SEK 248,000 and my FI portfolio increased to SEK 234,000
Net worth
SEK 248,000
Since the last update on my net worth has increased with SEK 19,000 (+ 8.3 %).
FI portfolio
SEK 234,000
Since the last update on my FI portfolio has increased with SEK 18,000 (+ 8.33 %).
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 SEK.
I am now 2.3% on my way to achive my FIRE target of SEK 10,000,000. This is 0.2 percentage points closer, compared to the last net worth update.
SEK 234,000 FIRE target: SEK 10,000,000
FI portfolio
My FI portfolio now consists of SEK 179,000 (76.5%) in investments, and SEK 55,000 (23.5%) in cash.
Since my last update, my investments
increased
with SEK 7,000
(4.07%), of which
SEK
12,000
was from
contributions, and SEK
35,000 was from
returns.
Since I started tracking, my total contributions have been
SEK
60,000,
and my total return has been
SEK
-2,000.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be SEK 780 for the rest of my life.
Monthly SWR amount
Retire today with (SEK)
When can I retire?
FI date
My age
41
I am currently aiming to save/invest
approximately SEK
22,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of SEK 10,000,000
in 10 years and 8 months,
in , and at that time I will be
41 years old.
By that time I will have invested/saved
another SEK 3,960,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total SEK
5,806,000