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Net worth update per



This is Marian444'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 115,000 and my FI portfolio was GBP 65,000.


Net worth

GBP 115,000

FI portfolio

GBP 65,000

I am now 13.0% on my way to achive my FIRE target of GBP 500,000.

GBP 65,000 FIRE target: GBP 500,000


13.0%

FI portfolio


My FI portfolio now consists of GBP 25,000 (38.5%) in investments, GBP 25,000 (38.5%) in retirement accounts, and GBP 15,000 (23.1%) in cash.




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



If I quit working today, my monthly pay out would be GBP 216 for the rest of my life.

Retire today with (GBP)
216/month
(4.0% SWR)
189/month
(3.5% SWR)
162/month
(3.0% SWR)


When can I retire?


FI date


My age

42

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 500,000 in 8 years and 0 months, in , and at that time I will be 42 years old.

By that time I will have invested/saved another GBP 152,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 283,000


Financial independence forecast