Net worth update per
This is my #27 net worth update. Please check out my profile here for more information. As of , my net worth decreased to GBP 701,070 and my FI portfolio decreased to GBP 473,470
Net worth
GBP 701,070
Since the last update on my net worth has decreased with GBP -8,110 ( -1.14 %).
FI portfolio
GBP 473,470
Since the last update on my FI portfolio has decreased with GBP -8,130 ( -1.69 %).
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 63.1% on my way to achive my FIRE target of GBP 750,000. This is -1.1 percentage points closer, compared to the last net worth update.
GBP 473,470 FIRE target: GBP 750,000
FI portfolio
My FI portfolio now consists of GBP 134,170 (28.3%) in investments, GBP 333,300 (70.4%) in retirement accounts, and GBP 6,000 (1.3%) in cash.
Since my last update, my investments
decreased
with GBP -2,330
(-1.71%), of which
GBP
1,600
was from
contributions, and GBP
3,200 was from
returns.
Since I started tracking, my total contributions have been
GBP
27,200,
and my total return has been
GBP
28,300.
Since my last update, my retirement accounts
decreased
with GBP -5,800
(-1.71%), of which
GBP
960
was from
contributions
, and GBP
4,040 was from
returns.
Since I started tracking, my total contributions have been
GBP
17,110,
and my total return is
GBP
48,090.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 1,578 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
47
I am currently aiming to save/invest
approximately GBP
2,600
each month.
Assuming an annual return of
8% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 750,000
in 3 years and 4 months,
in , and at that time I will be
47 years old.
By that time I will have invested/saved
another GBP 109,200,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
167,330