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Net worth update per



This is Benjamin'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 97,841 and my FI portfolio was GBP 60,199.


Net worth

GBP 97,841

FI portfolio

GBP 60,199

I am now 8.0% on my way to achive my FIRE target of GBP 750,000.

GBP 60,199 FIRE target: GBP 750,000


8.0%

FI portfolio


My FI portfolio now consists of GBP 19,229 (31.9%) in investments, GBP 32,000 (53.2%) in retirement accounts, and GBP 8,970 (14.9%) in cash.




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



If I quit working today, my monthly pay out would be GBP 200 for the rest of my life.

Retire today with (GBP)
200/month
(4.0% SWR)
175/month
(3.5% SWR)
150/month
(3.0% SWR)


When can I retire?


FI date


My age

47

I am currently aiming to save/invest approximately GBP 1,000 each month.

Assuming an annual return of 10% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 750,000 in 12 years and 8 months, in , and at that time I will be 47 years old.

By that time I will have invested/saved another GBP 194,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 495,801


Financial independence forecast