Net Worth & Freedom Fund - December 2014



Freedom Fund

The accounts below generate income for me, and my long term goal is for that income to increase to a level that covers my expenses on an annual basis. The amounts display the current value, not the cost. 

In order to cover my expenses, I will need a portfolio worth £250,000. This will generate £10,000 a year of income. My goal is to achieve all of this by my 40th birthday which is 5/11/22

The numbers in the tables below were accurate as of 31st December 2014. 

Freedom Fund
Stocks & Shares NISA£20,386.78
Taxable Shares Account£4,538.18
Peer to Peer Lending£105.79
Freedom Fund£25,030.75
% of Goal10.01


My 2015 Freedom Fund Goal is £50,000 (20% of Target)


Net Worth

My Net Worth includes the Freedom Fund, Company Pension, Cash Savings, and my Home Equity*. It doesn't include valuables within the house, my car, joint accounts or any of Miss FFBF's possessions and home equity. My Net Worth is funded solely by me.

My only liability outside of my mortgage is the Student Loan. 

*My Home equity is calculated by an estimate of our house price (reviewed monthly), minus the size of the mortgage (also reviewed monthly), and dividing my share of the home equity.

Net Worth
Freedom Fund£25,030.75
Company Pension£6,909.65
Cash Saving£5,930.43
Home Equity£20,040.84
Student Loan-£5,596.57
Net Worth£52,315.10


My 2015 Net Worth Goal is £80,000 


Freedom Fund / Net Worth Tracker 


2014Freedom FundNet Worth
November£24,538.41£51,113.76
December£25,030.75£52,315.10
2015Freedom FundNet Worth
January
February
March
April
May
June
July
August
September
October
November
December
2015 Goals£50,000£80,000


As you can see, I have a lot of work to do in 2015. Wish me luck!



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