Net worth update per
This is TwentyTurtles's #10 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 622,800 and my FI portfolio increased to GBP 618,000
Net worth
GBP 622,800
Since the last update on my net worth has increased with GBP 15,569 (+ 2.56 %).
FI portfolio
GBP 618,000
Since the last update on my FI portfolio has increased with GBP 17,769 (+ 2.96 %).
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 44.1% on my way to achive my FIRE target of GBP 1,400,000. This is 1.3 percentage points closer, compared to the last net worth update.
GBP 618,000 FIRE target: GBP 1,400,000
FI portfolio
My FI portfolio now consists of GBP 237,000 (38.3%) in investments, GBP 113,000 (18.3%) in retirement accounts, and GBP 268,000 (43.4%) in cash.
Since my last update, my investments increased with GBP 2,769 (1.18%).
Since my last update, my retirement accounts
increased
with GBP 3,000
(2.73%).
Since I started tracking, my total contributions have been
GBP
29,434,
and my total return is
GBP
15,466.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 2,060 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
39
I am currently aiming to save/invest
approximately GBP
3,000
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,400,000
in 5 years and 3 months,
in , and at that time I will be
39 years old.
By that time I will have invested/saved
another GBP 318,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
464,000