Net worth update per
This is _o_'s #126 net worth update. Please check out my profile here for more information. As of , my net worth increased to GBP 164,808 and my FI portfolio decreased to GBP 98,930
Net worth
GBP 164,808
Since the last update on my net worth has increased with GBP 8,293 (+ 5.3 %).
FI portfolio
GBP 98,930
Since the last update on my FI portfolio has decreased with GBP -7,429 ( -6.98 %).
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 7.9% on my way to achive my FIRE target of GBP 1,260,000. This is -0.6 percentage points closer, compared to the last net worth update.
GBP 98,930 FIRE target: GBP 1,260,000
FI portfolio
My FI portfolio now consists of GBP 5,296 (5.4%) in investments, GBP 63,258 (63.9%) in retirement accounts, and GBP 30,376 (30.7%) in cash.
Since my last update, my investments decreased with GBP -663 (-11.13%).
Since my last update, my retirement accounts increased with GBP 4,821 (8.25%).
How much can I withdraw according to the 4%-rule?
If I quit working today, my monthly pay out would be GBP 329 for the rest of my life.
Monthly SWR amount
Retire today with (GBP)
When can I retire?
FI date
My age
44
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 15 years and 11 months,
in , and at that time I will be
44 years old.
By that time I will have invested/saved
another GBP 525,200,
while the rest will be return on my existing FI portfolio and the new
investments,
in total GBP
635,870