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Net worth update per



This is bobfirebob's 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 GBP 652,900 and my FI portfolio was GBP 405,000.


Net worth

GBP 652,900

FI portfolio

GBP 405,000

I am now 62.3% on my way to achive my FIRE target of GBP 650,000.

GBP 405,000 FIRE target: GBP 650,000


62.3%

FI portfolio


My FI portfolio now consists of GBP 180,000 (44.4%) in investments, GBP 201,000 (49.6%) in retirement accounts, and GBP 24,000 (5.9%) in cash.




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



If I quit working today, my monthly pay out would be GBP 1,350 for the rest of my life.

Retire today with (GBP)
1,350/month
(4.0% SWR)
1,181/month
(3.5% SWR)
1,012/month
(3.0% SWR)


When can I retire?


FI date


My age

44

I am currently aiming to save/invest approximately GBP 3,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 650,000 in -1 years and -9 months, in , and at that time I will be 44 years old.

By that time I will have invested/saved another GBP 105,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 140,000


Financial independence forecast