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Net worth update per



This is Plumpkin'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 380,500 and my FI portfolio was GBP 80,500.


Net worth

GBP 380,500

FI portfolio

GBP 80,500

I am now 9.5% on my way to achive my FIRE target of GBP 850,000.

GBP 80,500 FIRE target: GBP 850,000


9.5%

FI portfolio


My FI portfolio now consists of GBP 74,000 (91.9%) in investments, GBP 2,500 (3.1%) in retirement accounts, and GBP 4,000 (5.0%) in cash.




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



If I quit working today, my monthly pay out would be GBP 268 for the rest of my life.

Retire today with (GBP)
268/month
(4.0% SWR)
234/month
(3.5% SWR)
201/month
(3.0% SWR)


When can I retire?


FI date


My age

49

I am currently aiming to save/invest approximately GBP 3,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 850,000 in 5 years and 6 months, in , and at that time I will be 49 years old.

By that time I will have invested/saved another GBP 366,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 403,500


Financial independence forecast