Net worth update per
This is Klbrn's #13 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 663,355 and my FI portfolio increased to GBP 230,303
Net worth
GBP 663,355
Since the last update on my net worth has increased with GBP 10,834 (+ 1.66 %).
FI portfolio
GBP 230,303
Since the last update on my FI portfolio has increased with GBP 9,823 (+ 4.46 %).
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 15.4% on my way to achive my FIRE target of GBP 1,500,000. This is 0.7 percentage points closer, compared to the last net worth update.
GBP 230,303 FIRE target: GBP 1,500,000
FI portfolio
My FI portfolio now consists of GBP 122,699 (53.3%) in investments, GBP 71,486 (31.0%) in retirement accounts, and GBP 36,118 (15.7%) in cash.
Since my last update, my investments increased with GBP 3,843 (3.23%).
Since my last update, my retirement accounts increased with GBP 984 (1.4%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 767 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
44
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 1 years and 7 months,
in , and at that time I will be
44 years old.
By that time I will have invested/saved
another GBP 731,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
538,697