Net worth update per
This is my #36 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 547,761 and my FI portfolio increased to GBP 547,761
Net worth
GBP 547,761
Since the last update on my net worth has increased with GBP 37,872 (+ 7.43 %).
FI portfolio
GBP 547,761
Since the last update on my FI portfolio has increased with GBP 37,872 (+ 7.43 %).
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 54.8% on my way to achive my FIRE target of GBP 1,000,000. This is 3.8 percentage points closer, compared to the last net worth update.
GBP 547,761 FIRE target: GBP 1,000,000
FI portfolio
My FI portfolio now consists of GBP 139,907 (25.5%) in investments, GBP 313,518 (57.2%) in retirement accounts, and GBP 94,336 (17.2%) in cash.
Since my last update, my investments
increased
with GBP 5,812
(4.33%), of which
GBP
3,000
was from
contributions, and GBP
-3,148 was from
returns.
Since I started tracking, my total contributions have been
GBP
81,936,
and my total return has been
GBP
30,824.
Since my last update, my retirement accounts
increased
with GBP 41,811
(15.39%), of which
GBP
3,005
was from
contributions
, and GBP
-7,862 was from
returns.
Since I started tracking, my total contributions have been
GBP
193,026,
and my total return is
GBP
61,735.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 1,825 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
51
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 5 years and 5 months,
in , and at that time I will be
51 years old.
By that time I will have invested/saved
another GBP 210,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
242,239