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Net worth update per



This is simplyjules'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 517,969 and my FI portfolio was GBP 102,849.


Net worth

GBP 517,969

FI portfolio

GBP 102,849

I am now 13.7% on my way to achive my FIRE target of GBP 750,000.

GBP 102,849 FIRE target: GBP 750,000


13.7%

FI portfolio


My FI portfolio now consists of GBP 5,000 (4.9%) in investments, GBP 41,642 (40.5%) in retirement accounts, and GBP 56,207 (54.7%) in cash.




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



If I quit working today, my monthly pay out would be GBP 342 for the rest of my life.

Retire today with (GBP)
342/month
(4.0% SWR)
299/month
(3.5% SWR)
257/month
(3.0% SWR)


When can I retire?


FI date


My age

50

I am currently aiming to save/invest approximately GBP 1,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 750,000 in 10 years and 11 months, in , and at that time I will be 50 years old.

By that time I will have invested/saved another GBP 188,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 459,151


Financial independence forecast