On the journey to FIRE, each month I collated all of my financial statements and investments to produce the CaptainFI net worth blog update. Check out links below to see how my investments have grown over time, what I had invested / devested in, what has been happening in my life and how this has shaped my financial health on my journey to Financial Independence.
This graph includes the total value from my;
- FIRE ETF share portfolio,
- Investment property equity
- Crypto portfolio
- Content websites business
- Superannuation
In March 2022, for a combination of reasons (spurred by major family health issues) I decided that I had enough assets and passive income that I had reached ‘FIRE’ and I published my last monthly net wealth update for the accumulation phase.
I finished taking my leave in May 2022 (reciving a payout for the remaining leave), and since then have quit full-time flying. Ironically, I have now found myself in full time work – I have become a full-time (unpaid) carer for my mother who has terminal Cancer. I am extremely grateful for the opportunity to care for her and would have not had this as an option was it not for the FIRE movement and some very inspirational writers and podcasters like Mr Money Mustache (Pete Adeney), the Mad Fientist (Brandon) and the Aussie Firebug.
These days, in addition to caring for my mum, I do still potter around part-time on my content website business, and enjoy very much writing and podcasting on CaptainFI. Between 18 websites there is always a lot going on, but I have a great team working behind the scenes.
I have decided to put out Quarterly post-FIRE updates, a short update about how the investments are tracking, any investment decisions I have made, and a short update on life post-Financial Independence – somewhat of an update from Early Retirement. Hang around for the new series which should be kicking off soon.
How do I still manage my investments?
I am using Pearler to invest using the auto invest feature, which ensures that my net worth continues to smoothly rise as I effectively dollar cost average into my split of ETFs in accordance with my investment strategy. I personally use Sharesight for my investment reporting since its totally free if you have under ten shares (making it perfect for ETF holders) and it generates a complete tax statement for all of my share purchases, sales and dividends I receive. Sharesight can be configured to automatically import your data from Pearler with the click of a button. You can check out the comprehensive review I did on Sharesight Here, where I even got to chat to their content manager and ask him a bunch of curly questions.
All CaptainFI Net Worth updates
2024- Wednesday, July 3 | Captain FI Net wealth Update Q2 2024
2023- Thursday, October 5 | Captain FI: Net Wealth Update and Captains Log: Q3, 2023
- Thursday, July 27 | Captain FI Net Wealth Update: Q2, 2023
- Thursday, May 4 | Captain FI Net Wealth Update: Q1, 2023 – One year of Semi Retirement!
2022- Wednesday, October 12 | Captain FI’s FIRE Update: Q3, 2022 – Six months of Early Retirement!
- Friday, April 8 | Mar 22 Update: $1,701,410 (-$55,799)
- Wednesday, March 2 | Feb 22 Update: $1,757,210 (-$69,422)
- Friday, February 4 | Jan 22 Update: $1,826,633 (+$62,117)
2021- Friday, December 31 | Dec 21 Update: $1,764,516 (+$25,372)
- Tuesday, December 7 | Nov 21 Update: $1,739,144.23 (+$33,236)
- Monday, November 8 | Oct 21 Update: $1,705,907 (+$65,243)
- Sunday, October 17 | Sep 21 Update: $1,640,663.85 (+$16,547)
- Tuesday, September 7 | Aug 21 Update: $1,624,116 (+$70,156)
- Tuesday, August 10 | July 21 Update: $1,543,959 (+$74,732)
- Monday, July 5 | June 21 Update: $1,469,989 (+$89,757)
- Monday, May 31 | May 21 Update: $1,379,469 (+$137,248)
- Monday, May 3 | Apr 21 Update: $1,237,220 (+$81,726)
- Thursday, April 1 | Mar 21 Update: $1,155,594 (+$20,322)
- Monday, March 1 | Feb 21 Update: $1,135,272 (-$30,406)
- Friday, February 5 | Jan 21 Update: $1,165,678 (+$12,757)
- Wednesday, January 6 | Dec 20 Update: $1,152,920 (+$9,487)
2020- Monday, November 30 | Nov 20 Update: $1,143,433 (+$80,394)
- Monday, November 2 | Oct 20 Update: $1,064,399 (+$18,913)
- Thursday, October 1 | Sep 20 Update: $1,045,486 (+$16,193)
- Thursday, September 24 | Captain FI becomes a Millionaire
- Monday, August 31 | Aug 20 Update | $1,029,293 | +$141,075
- Monday, July 27 | Jul 20 Update: $888,218 +$29,568
- Wednesday, July 1 | Jun 20 Update: $858,650 +$791
- Saturday, May 30 | May 20 Update: $857,869 +$10,836
- Thursday, April 30 | Apr 20 Update: $847,023
- Tuesday, March 31 | Mar 20 Update: $819,354
- Wednesday, March 4 | Feb 20 update: $851,802.
- Friday, January 31 | Jan 20 Net Worth update: $864,602.
- Monday, January 6 | December 2019 Net worth update
2019- Saturday, November 30 | November 2019 Net Worth FI Update
- Monday, November 4 | October 2019 Net Worth FI update
- Tuesday, October 1 | September 2019 Net Worth update
- Wednesday, July 3 | Captain FI Net wealth Update Q2 2024
- Thursday, October 5 | Captain FI: Net Wealth Update and Captains Log: Q3, 2023
- Thursday, July 27 | Captain FI Net Wealth Update: Q2, 2023
- Thursday, May 4 | Captain FI Net Wealth Update: Q1, 2023 – One year of Semi Retirement!
- Wednesday, October 12 | Captain FI’s FIRE Update: Q3, 2022 – Six months of Early Retirement!
- Friday, April 8 | Mar 22 Update: $1,701,410 (-$55,799)
- Wednesday, March 2 | Feb 22 Update: $1,757,210 (-$69,422)
- Friday, February 4 | Jan 22 Update: $1,826,633 (+$62,117)
- Friday, December 31 | Dec 21 Update: $1,764,516 (+$25,372)
- Tuesday, December 7 | Nov 21 Update: $1,739,144.23 (+$33,236)
- Monday, November 8 | Oct 21 Update: $1,705,907 (+$65,243)
- Sunday, October 17 | Sep 21 Update: $1,640,663.85 (+$16,547)
- Tuesday, September 7 | Aug 21 Update: $1,624,116 (+$70,156)
- Tuesday, August 10 | July 21 Update: $1,543,959 (+$74,732)
- Monday, July 5 | June 21 Update: $1,469,989 (+$89,757)
- Monday, May 31 | May 21 Update: $1,379,469 (+$137,248)
- Monday, May 3 | Apr 21 Update: $1,237,220 (+$81,726)
- Thursday, April 1 | Mar 21 Update: $1,155,594 (+$20,322)
- Monday, March 1 | Feb 21 Update: $1,135,272 (-$30,406)
- Friday, February 5 | Jan 21 Update: $1,165,678 (+$12,757)
- Wednesday, January 6 | Dec 20 Update: $1,152,920 (+$9,487)
- Monday, November 30 | Nov 20 Update: $1,143,433 (+$80,394)
- Monday, November 2 | Oct 20 Update: $1,064,399 (+$18,913)
- Thursday, October 1 | Sep 20 Update: $1,045,486 (+$16,193)
- Thursday, September 24 | Captain FI becomes a Millionaire
- Monday, August 31 | Aug 20 Update | $1,029,293 | +$141,075
- Monday, July 27 | Jul 20 Update: $888,218 +$29,568
- Wednesday, July 1 | Jun 20 Update: $858,650 +$791
- Saturday, May 30 | May 20 Update: $857,869 +$10,836
- Thursday, April 30 | Apr 20 Update: $847,023
- Tuesday, March 31 | Mar 20 Update: $819,354
- Wednesday, March 4 | Feb 20 update: $851,802.
- Friday, January 31 | Jan 20 Net Worth update: $864,602.
- Monday, January 6 | December 2019 Net worth update
- Saturday, November 30 | November 2019 Net Worth FI Update
- Monday, November 4 | October 2019 Net Worth FI update
- Tuesday, October 1 | September 2019 Net Worth update