Net worth update per
This is MoMoneyMoProblems's #5 net worth update. Please check out my profile here for more information. As of , my net worth increased to CAD 99,250 and my FI portfolio increased to CAD 99,250
Net worth
CAD 99,250
Since the last update on my net worth has increased with CAD 13,250 (+ 15.41 %).
FI portfolio
CAD 99,250
Since the last update on my FI portfolio has increased with CAD 13,250 (+ 15.41 %).
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 6.6% on my way to achive my FIRE target of CAD 1,500,000. This is 0.9 percentage points closer, compared to the last net worth update.
CAD 99,250 FIRE target: CAD 1,500,000
FI portfolio
My FI portfolio now consists of CAD 61,500 (62.0%) in investments, CAD 34,750 (35.0%) in retirement accounts, and CAD 3,000 (3.0%) in cash.
Since my last update, my investments increased with CAD 7,500 (13.89%).
Since my last update, my retirement accounts increased with CAD 3,750 (12.1%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be CAD 330 for the rest of my life.
Monthly SWR amount
Retire today with (CAD)
When can I retire?
FI date
My age
38
I am currently aiming to save/invest
approximately CAD
4,500
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of CAD 1,500,000
in 10 years and 6 months,
in , and at that time I will be
38 years old.
By that time I will have invested/saved
another CAD 792,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total CAD
608,750