Net worth update per September 30th 2019
This is _o_'s #69 net worth update. Please check out my profile here for more information. As of September 30th 2019, my net worth increased to GBP 28,590 and my FI portfolio increased to GBP 28,590
Net worth
GBP 28,590
Since the last update on August 31st 2019 my net worth has increased with GBP 502 (+ 1.79 %).
FI portfolio
GBP 28,590
Since the last update on August 31st 2019 my FI portfolio has increased with GBP 501 (+ 1.78 %).
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 2.3% on my way to achive my FIRE target of GBP 1,260,000. This is 0.0 percentage points closer, compared to the last net worth update.
GBP 28,590 FIRE target: GBP 1,260,000
FI portfolio
My FI portfolio now consists of GBP 4,731 (16.5%) in retirement accounts, and GBP 23,859 (83.5%) in cash.
Since my last update, my investments decreased with GBP 0 (0%).
Since my last update, my retirement accounts increased with GBP 344 (7.84%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 95 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
June 2038
My age
41
I am currently aiming to save/invest
approximately GBP
2,600
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 1,260,000
in 13 years and 1 months,
in June 2038, and at that time I will be
41 years old.
By that time I will have invested/saved
another GBP 585,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
646,410