Net worth update per



This is my first net worth update, hence it will be limited. Later updates will contain more details. Please check out my profile here for more information. As of , my net worth was GBP 172,800 and my FI portfolio was GBP 172,800.


Net worth

GBP 172,800

FI portfolio

GBP 172,800

I am now 17.3% on my way to achive my FIRE target of GBP 1,000,000.

GBP 172,800 FIRE target: GBP 1,000,000


17.3%

FI portfolio


My FI portfolio now consists of GBP 20,000 (11.6%) in investments, GBP 52,800 (30.6%) in retirement accounts, and GBP 100,000 (57.9%) in cash.




How much can I withdraw according to the 4%-rule?



If I quit working today, my monthly pay out would be GBP 576 for the rest of my life.

Retire today with (GBP)
576/month
(4.0% SWR)
504/month
(3.5% SWR)
432/month
(3.0% SWR)


When can I retire?


FI date


My age

56

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 10 years and 1 months, in , and at that time I will be 56 years old.

By that time I will have invested/saved another GBP 471,000, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 356,200


Financial independence forecast