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Net worth update per



This is Nat'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 43,100 and my FI portfolio was GBP 45,000.


Net worth

GBP 43,100

FI portfolio

GBP 45,000

I am now 5.6% on my way to achive my FIRE target of GBP 800,000.

GBP 45,000 FIRE target: GBP 800,000


5.6%

FI portfolio


My FI portfolio now consists of GBP 5,000 (11.1%) in investments, GBP 37,000 (82.2%) in retirement accounts, and GBP 3,000 (6.7%) in cash.




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



If I quit working today, my monthly pay out would be GBP 150 for the rest of my life.

Retire today with (GBP)
150/month
(4.0% SWR)
131/month
(3.5% SWR)
112/month
(3.0% SWR)


When can I retire?


FI date


My age

57

I am currently aiming to save/invest approximately GBP 1,700 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 800,000 in 10 years and 4 months, in , and at that time I will be 57 years old.

By that time I will have invested/saved another GBP 287,300, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 467,700


Financial independence forecast