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Net worth update per



This is Beetywelk'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 89,535 and my FI portfolio was GBP 47,836.


Net worth

GBP 89,535

FI portfolio

GBP 47,836

I am now 9.6% on my way to achive my FIRE target of GBP 500,000.

GBP 47,836 FIRE target: GBP 500,000


9.6%

FI portfolio


My FI portfolio now consists of GBP 20,500 (42.9%) in investments, GBP 19,250 (40.2%) in retirement accounts, and GBP 8,086 (16.9%) in cash.




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



If I quit working today, my monthly pay out would be GBP 159 for the rest of my life.

Retire today with (GBP)
159/month
(4.0% SWR)
139/month
(3.5% SWR)
119/month
(3.0% SWR)


When can I retire?


FI date


My age

49

I am currently aiming to save/invest approximately GBP 1,395 each month.

Assuming an annual return of 8% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 500,000 in 8 years and 7 months, in , and at that time I will be 49 years old.

By that time I will have invested/saved another GBP 216,225, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 235,939


Financial independence forecast