Net worth update per



This is my first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was USD 677,000 and my FI portfolio was USD 619,000.


Net worth

USD 677,000

FI portfolio

USD 619,000

I am now 15.5% on my way to achive my FIRE target of USD 4,000,000.

USD 619,000 FIRE target: USD 4,000,000


15.5%

FI portfolio


My FI portfolio now consists of USD 494,000 (79.8%) in investments, USD 122,000 (19.7%) in retirement accounts, and USD 3,000 (0.5%) in cash.




How much can I withdraw according to the 4%-rule?



If I quit working today, my monthly pay out would be USD 2,063 for the rest of my life.

Retire today with (USD)
2,063/month
(4.0% SWR)
1,805/month
(3.5% SWR)
1,547/month
(3.0% SWR)


When can I retire?


FI date


My age

42

I am currently aiming to save/invest approximately USD 7,500 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 4,000,000 in 11 years and 7 months, in , and at that time I will be 42 years old.

By that time I will have invested/saved another USD 1,057,500, while the rest will be return on my existing FI portfolio and the new investments, in total USD 2,323,500


Financial independence forecast