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Net worth update per



This is Klbrn's #32 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 828,238 and my FI portfolio increased to GBP 360,598


Net worth

GBP 828,238

Since the last update on my net worth has increased with GBP 23,931 (+ 2.98 %).

FI portfolio

GBP 360,598

Since the last update on my FI portfolio has increased with GBP 22,012 (+ 6.5 %).

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.

Net worth
FI portfolio

The changes for each asset class is shown in the table below. All numbers are in GBP.

I am now 24.0% on my way to achive my FIRE target of GBP 1,500,000. This is 1.5 percentage points closer, compared to the last net worth update.

GBP 360,598 FIRE target: GBP 1,500,000


24.0%


FI portfolio


My FI portfolio now consists of GBP 231,627 (64.2%) in investments, GBP 96,829 (26.9%) in retirement accounts, and GBP 32,142 (8.9%) in cash.

Investments

Since my last update, my investments increased with GBP 12,987 (5.94%).

Retirement accounts

Since my last update, my retirement accounts increased with GBP 7,516 (8.42%).




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


If I quit working today, my monthly pay out would be GBP 1,201 for the rest of my life.


Monthly SWR amount
Retire today with (GBP)
1,201/month
(4.0% SWR)
1,051/month
(3.5% SWR)
901/month
(3.0% SWR)


When can I retire?


FI date


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 2 years and 3 months, in , and at that time I will be 45 years old.

By that time I will have invested/saved another GBP 629,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 510,402


Financial independence forecast