Net worth update per
This is Pepperlog2's #2 net worth update. Please check out my profile here for more information. As of , my net worth decreased to GBP 1,217,000 and my FI portfolio decreased to GBP 552,000
Net worth
GBP 1,217,000
Since the last update on my net worth has decreased with GBP -275,000 ( -18.43 %).
FI portfolio
GBP 552,000
Since the last update on my FI portfolio has decreased with GBP -300,000 ( -35.21 %).
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 55.2% on my way to achive my FIRE target of GBP 1,000,000. This is -30.0 percentage points closer, compared to the last net worth update.
GBP 552,000 FIRE target: GBP 1,000,000
FI portfolio
My FI portfolio now consists of GBP 180,000 (32.6%) in investments, GBP 360,000 (65.2%) in retirement accounts, and GBP 12,000 (2.2%) in cash.
Since my last update, my investments decreased with GBP -300,000 (-62.5%).
Since my last update, my retirement accounts decreased with GBP 0 (0.0%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 1,840 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
67
I am currently aiming to save/invest
approximately GBP
2,000
each month.
Assuming an annual return of
10% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,000,000
in 0 years and 7 months,
in , and at that time I will be
67 years old.
By that time I will have invested/saved
another GBP 110,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
338,000