Net worth update per
This is my #41 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 12,449 and my FI portfolio increased to GBP 21,460
Net worth
GBP 12,449
Since the last update on my net worth has increased with GBP 803 (+ 6.9 %).
FI portfolio
GBP 21,460
Since the last update on my FI portfolio has increased with GBP 1,098 (+ 5.39 %).
The changes for each asset class is shown in the table below. All numbers are in GBP.
I am now 2.9% on my way to achive my FIRE target of GBP 750,000. This is 0.1 percentage points closer, compared to the last net worth update.
GBP 21,460 FIRE target: GBP 750,000
FI portfolio
My FI portfolio now consists of GBP 4,469 (20.8%) in investments, GBP 16,968 (79.1%) in retirement accounts, and GBP 23 (0.1%) in cash.
Since my last update, my investments
increased
with GBP 121
(2.78%), of which
GBP
208
was from
contributions, and GBP
-129 was from
returns.
Since I started tracking, my total contributions have been
GBP
4,649,
and my total return has been
GBP
429.
Since my last update, my retirement accounts
increased
with GBP 954
(5.96%), of which
GBP
319
was from
contributions
, and GBP
-186 was from
returns.
Since I started tracking, my total contributions have been
GBP
12,898,
and my total return is
GBP
1,794.
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 71 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
49
I am currently aiming to save/invest
approximately GBP
430
each month.
Assuming an annual return of
11% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 750,000
in 22 years and 0 months,
in , and at that time I will be
49 years old.
By that time I will have invested/saved
another GBP 115,670,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
612,870