Net worth update per
This is my #26 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 379,988 and my FI portfolio increased to GBP 379,988
Net worth
GBP 379,988
Since the last update on my net worth has increased with GBP 5,582 (+ 1.49 %).
FI portfolio
GBP 379,988
Since the last update on my FI portfolio has increased with GBP 5,582 (+ 1.49 %).
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 38.0% on my way to achive my FIRE target of GBP 1,000,000. This is 0.6 percentage points closer, compared to the last net worth update.
GBP 379,988 FIRE target: GBP 1,000,000
FI portfolio
My FI portfolio now consists of GBP 115,903 (30.5%) in investments, GBP 175,838 (46.3%) in retirement accounts, and GBP 88,247 (23.2%) in cash.
Since my last update, my investments
increased
with GBP 630
(0.55%), of which
GBP
-30,000
was from
withdrawals, and GBP
2,474 was from
returns.
Since I started tracking, my total contributions have been
GBP
48,190,
and my total return has been
GBP
20,187.
Since my last update, my retirement accounts
increased
with GBP 3,629
(2.11%), of which
GBP
40,282
was from
contributions
, and GBP
4,692 was from
returns.
Since I started tracking, my total contributions have been
GBP
123,205,
and my total return is
GBP
44,807.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 1,266 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
53
I am currently aiming to save/invest
approximately GBP
3,000
each month.
Assuming an annual return of
6% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,000,000
in 8 years and 6 months,
in , and at that time I will be
53 years old.
By that time I will have invested/saved
another GBP 312,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
308,012