Net worth update per
This is TrafficLightTree's #4 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 21,360 and my FI portfolio increased to GBP 21,513
Net worth
GBP 21,360
Since the last update on my net worth has increased with GBP 657 (+ 3.17 %).
FI portfolio
GBP 21,513
Since the last update on my FI portfolio has increased with GBP 570 (+ 2.72 %).
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 0.2% on my way to achive my FIRE target of GBP 10,000,000. This is 0.0 percentage points closer, compared to the last net worth update.
GBP 21,513 FIRE target: GBP 10,000,000
FI portfolio
My FI portfolio now consists of GBP 6,489 (30.2%) in retirement accounts, and GBP 15,024 (69.8%) in cash.
Since my last update, my retirement accounts increased with GBP 1,372 (26.81%), of which GBP 366 was from contributions , and GBP -224 was from returns.
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
75
I am currently aiming to save/invest
approximately GBP
1,500
each month.
Assuming an annual return of
7% on my investments and my retirement accounts, I
aim to reach my FIRE target
of GBP 10,000,000
in 51 years and 3 months,
in , and at that time I will be
75 years old.
By that time I will have invested/saved
another GBP 942,000,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
9,036,487