Net worth update per
This is MrGreyhound's #3 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 45,500 and my FI portfolio increased to GBP 43,500
Net worth
GBP 45,500
Since the last update on my net worth has increased with GBP 6,225 (+ 15.85 %).
FI portfolio
GBP 43,500
Since the last update on my FI portfolio has increased with GBP 6,225 (+ 16.7 %).
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 6.7% on my way to achive my FIRE target of GBP 650,000. This is 1.0 percentage points closer, compared to the last net worth update.
GBP 43,500 FIRE target: GBP 650,000
FI portfolio
My FI portfolio now consists of GBP 22,000 (50.6%) in investments, GBP 19,000 (43.7%) in retirement accounts, and GBP 2,500 (5.7%) in cash.
Since my last update, my investments
increased
with GBP 2,000
(10.0%).
Since I started tracking, my total contributions have been
GBP
900,
and my total return has been
GBP
2,100.
Since my last update, my retirement accounts
increased
with GBP 4,000
(26.67%).
Since I started tracking, my total contributions have been
GBP
1,200,
and my total return is
GBP
3,800.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 145 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
500
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 650,000
in 15 years and 6 months,
in , and at that time I will be
47 years old.
By that time I will have invested/saved
another GBP 117,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
489,500