Net worth update per



This is my 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 493,283 and my FI portfolio was GBP 493,283.


Net worth

GBP 493,283

FI portfolio

GBP 493,283

I am now 35.2% on my way to achive my FIRE target of GBP 1,400,000.

GBP 493,283 FIRE target: GBP 1,400,000


35.2%

FI portfolio


My FI portfolio now consists of GBP 330,217 (66.9%) in investments, GBP 65,100 (13.2%) in retirement accounts, and GBP 97,966 (19.9%) in cash.




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



If I quit working today, my monthly pay out would be GBP 1,644 for the rest of my life.

Retire today with (GBP)
1,644/month
(4.0% SWR)
1,438/month
(3.5% SWR)
1,233/month
(3.0% SWR)


When can I retire?


FI date


My age

39

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 7 years and 5 months, in , and at that time I will be 39 years old.

By that time I will have invested/saved another GBP 351,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 555,717


Financial independence forecast