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Net worth update per


This is mildSyrup4's #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to USD 233,000 and my FI portfolio increased to USD 163,851


Net worth

USD 233,000

Since the last update on my net worth has increased with USD 14,000 (+ 6.39 %).

FI portfolio

USD 163,851

Since the last update on my FI portfolio has increased with USD 8,851 (+ 5.71 %).

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.

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in USD.
Change
Cash 0 0 0
Investments 155,000 +8,851 163,851
Retirement acc 0 0 0
Real estate 0 0 0
Other assets 64,000 + 5,149 69,149
Total assets 219,000 +14,000 233,000

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0
Change
Cash 0 0 0
Investments 130,000 +33,851 163,851
Retirement acc 0 0 0
Real estate 0 0 0
Other assets 78,000 -8,851 69,149
Total assets 208,000 +25,000 233,000

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0
Change
Cash 0 0 0
Investments 130,000 +33,851 163,851
Retirement acc 0 0 0
Real estate 0 0 0
Other assets 78,000 -8,851 69,149
Total assets 208,000 +25,000 233,000

Mortgage 0 0 0
Other debt 0 0 0
Total debt 0 0 0

I am now 10.9% on my way to achive my FIRE target of USD 1,500,000. This is 0.6 percentage points closer, compared to the last net worth update.

USD 163,851 FIRE target: USD 1,500,000


10.9%

FI portfolio

My FI portfolio now consists of USD 163,851 (100.0%) in investments, and USD 0 (0.0%) in cash.

Investments

Since my last update, my investments increased with USD 8,851 (5.71%), of which USD 2,170 was from contributions, and USD -6,970 was from returns.

Since I started tracking, my total contributions have been USD 606,040, and my total return has been USD 401,018.

Retirement accounts

Since my last update, my retirement accounts decreased with USD 0 (0%), of which USD 2,653 was from contributions , and USD 7,147 was from returns.

Since I started tracking, my total contributions have been USD 178,523, and my total return is USD 42,419.




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

If I quit working today, my monthly pay out would be USD 546 for the rest of my life.


Monthly SWR amount
Retire today with (USD)
546/month
(4.0% SWR)
477/month
(3.5% SWR)
409/month
(3.0% SWR)


When can I retire?

FI date

My age

37

I am currently aiming to save/invest approximately USD 25,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of USD 1,500,000 in -1 years and -7 months, in , and at that time I will be 37 years old.

By that time I will have invested/saved another USD 1,075,000, while the rest will be return on my existing FI portfolio and the new investments, in total USD 261,149


Financial independence forecast