Net worth update per
This is TheShidoshi's #10 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 262,312 and my FI portfolio increased to GBP 262,312
Net worth
GBP 262,312
Since the last update on my net worth has increased with GBP 20,143 (+ 8.32 %).
FI portfolio
GBP 262,312
Since the last update on my FI portfolio has increased with GBP 20,143 (+ 8.32 %).
The per-day change in net worth between the reported periods are shown in the plot below.
And the development and changes between each net worth reporting is shown in the tables below.
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 26.2% on my way to achive my FIRE target of GBP 1,000,000. This is 2.0 percentage points closer, compared to the last net worth update.
GBP 262,312 FIRE target: GBP 1,000,000
FI portfolio
My FI portfolio now consists of GBP 104,210 (39.7%) in investments, GBP 61,003 (23.3%) in retirement accounts, and GBP 97,099 (37.0%) in cash.
Since my last update, my investments
increased
with GBP 18,508
(21.6%).
Since I started tracking, my total contributions have been
GBP
2,265,
and my total return has been
GBP
78,937.
Since my last update, my retirement accounts
increased
with GBP 2,319
(3.95%).
Since I started tracking, my total contributions have been
GBP
2,705,
and my total return is
GBP
71,383.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 874 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
60
I am currently aiming to save/invest
approximately GBP
1,250
each month.
Assuming an annual return of
5% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,000,000
in 15 years and 3 months,
in , and at that time I will be
60 years old.
By that time I will have invested/saved
another GBP 275,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
462,688