Net worth update per
This is TwentyTurtles's #8 net worth update. Please check out my profile here for more information. As of , my net worth decreased to GBP 467,278 and my FI portfolio decreased to GBP 467,278
Net worth
GBP 467,278
Since the last update on my net worth has decreased with GBP -34,786 ( -6.93 %).
FI portfolio
GBP 467,278
Since the last update on my FI portfolio has decreased with GBP -26,531 ( -5.37 %).
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.
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 33.4% on my way to achive my FIRE target of GBP 1,400,000. This is -1.9 percentage points closer, compared to the last net worth update.
GBP 467,278 FIRE target: GBP 1,400,000
FI portfolio
My FI portfolio now consists of GBP 296,338 (63.4%) in investments, GBP 64,249 (13.7%) in retirement accounts, and GBP 106,691 (22.8%) in cash.
Since my last update, my investments decreased with GBP -17,585 (-5.6%).
Since my last update, my retirement accounts
decreased
with GBP -8,048
(-11.13%).
Since I started tracking, my total contributions have been
GBP
29,434,
and my total return is
GBP
15,466.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 1,557 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
40
I am currently aiming to save/invest
approximately GBP
3,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,400,000
in 6 years and 3 months,
in , and at that time I will be
40 years old.
By that time I will have invested/saved
another GBP 369,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
563,722