Because my brokerage account is in NOK and not in US Dollars, the numbers fluctuate a lot every month because of currency changes.
As you can see on the screenshot below, my portfolio was up + 30,17% in 2019 (aprox. $42,655).
Below you can also see the funds that I’m invested in.
In total my portfolio is exposed aprox. 70 % to MSCI World and 30 % to MSCI Emerging Markets.
Since the beginning of my index investing journey (january 2018), my portfolio is up 19,74 %.
My volatility for the portfolio is 8,92 % for the last 12 months.
If I were to quit investing today (which I obviously wont), I would have earned $35,238 (310,211 NOK).
Income, Expenses And How Much I Can Withdraw According To The 4%-rule
It’s motivating to see that I can safely withdraw $1,013 every month for the rest of my life.
I will do everything I can to raise this dollar amount in the future.
This means my monthly FI money goal is $1,667 USD each month. I’m over 1/2 to my goal and it feels great!
Recently I wrote a detailed post on how I will reach a $500.000 net worth in only 2 years and 6 months.
Total Net Worth
I made this 16-pages FREE workbook with the steps I’ve taken on my path to Financial Independence.
Having a goal written down with a set date for accomplishment gives you something to plan and work for.
It’s 7 lessons and I hope you enjoy it!
After you’ve signed up, you will recieve the book right away.