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Net worth update per



This is ben_94's 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 318,122 and my FI portfolio was GBP 40,022.


Net worth

GBP 318,122

FI portfolio

GBP 40,022

I am now 8.0% on my way to achive my FIRE target of GBP 500,000.

GBP 40,022 FIRE target: GBP 500,000


8.0%

FI portfolio


My FI portfolio now consists of GBP 28,810 (72.0%) in investments, GBP 6,413 (16.0%) in retirement accounts, and GBP 4,799 (12.0%) in cash.




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



If I quit working today, my monthly pay out would be GBP 133 for the rest of my life.

Retire today with (GBP)
133/month
(4.0% SWR)
116/month
(3.5% SWR)
100/month
(3.0% SWR)


When can I retire?


FI date


My age

36

I am currently aiming to save/invest approximately GBP 2,200 each month.

Assuming an annual return of 5% on my investments and my retirement accounts, I aim to reach my FIRE target of GBP 500,000 in 7 years and 2 months, in , and at that time I will be 36 years old.

By that time I will have invested/saved another GBP 314,600, while the rest will be return on my existing FI portfolio and the new investments, in total GBP 145,378


Financial independence forecast