Net worth update per
This is my #17 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 287,893 and my FI portfolio increased to GBP 287,893
Net worth
GBP 287,893
Since the last update on my net worth has increased with GBP 17,016 (+ 6.28 %).
FI portfolio
GBP 287,893
Since the last update on my FI portfolio has increased with GBP 17,016 (+ 6.28 %).
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 28.8% on my way to achive my FIRE target of GBP 1,000,000. This is 1.7 percentage points closer, compared to the last net worth update.
GBP 287,893 FIRE target: GBP 1,000,000
FI portfolio
My FI portfolio now consists of GBP 63,339 (22.0%) in investments, GBP 126,054 (43.8%) in retirement accounts, and GBP 98,500 (34.2%) in cash.
Since my last update, my investments
increased
with GBP 2,310
(3.79%), of which
GBP
6,000
was from
contributions, and GBP
-188 was from
returns.
Since I started tracking, my total contributions have been
GBP
76,336,
and my total return has been
GBP
43,571.
Since my last update, my retirement accounts
increased
with GBP 8,635
(7.35%), of which
GBP
35,244
was from
contributions
, and GBP
6,567 was from
returns.
Since I started tracking, my total contributions have been
GBP
181,006,
and my total return is
GBP
79,712.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 959 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
55
I am currently aiming to save/invest
approximately GBP
3,000
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,000,000
in 8 years and 10 months,
in , and at that time I will be
55 years old.
By that time I will have invested/saved
another GBP 378,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
334,107