Net worth update per June 30th 2018
This is Klbrn's #10 net worth update. Please check out my profile here for more information. As of June 30th 2018, my net worth increased to GBP 600,898 and my FI portfolio increased to GBP 174,264
Net worth
GBP 600,898
Since the last update on May 31st 2018 my net worth has increased with GBP 19,521 (+ 3.36 %).
FI portfolio
GBP 174,264
Since the last update on May 31st 2018 my FI portfolio has increased with GBP 17,666 (+ 11.28 %).
The per-day change in net worth between the reported periods are shown in the plot below.
And the development and changes between each net worth reporting is shown in the tables below.
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 11.6% on my way to achive my FIRE target of GBP 1,500,000. This is 1.2 percentage points closer, compared to the last net worth update.
GBP 174,264 FIRE target: GBP 1,500,000
FI portfolio
My FI portfolio now consists of GBP 106,749 (61.3%) in investments, GBP 67,515 (38.7%) in retirement accounts, and GBP 0 (0.0%) in cash.
Since my last update, my investments increased with GBP 16,296 (18.02%).
Since my last update, my retirement accounts increased with GBP 1,370 (2.07%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 580 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
December 2025
My age
45
I am currently aiming to save/invest
approximately GBP
8,500
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,500,000
in 0 years and 7 months,
in December 2025, and at that time I will be
45 years old.
By that time I will have invested/saved
another GBP 765,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
560,736