September 2026 Net worth

September Net Worth

Small increase in shares this month of £5,494 of that £2,500 was from aggressive investments into my AVC. Is Andy Burnham Autumn Budget coming for you soon? My Pending Retirement …

daughters wedding

August Net Worth

August turned out to be a much better month for my investments and overall net worth. After a volatile few months, my net worth increased by £22,500, bringing my total …

ai Stocks down

July 2026 Net worth

So a slight down -2.67% this month mailing due to the sharp correction in semiconductor and AI-related stocks. As long I keep investing and ploughing £2500 into the market every …

SIPP Tax-Free Cash to ISA Strategy

May 2026 Net worth

SIPP Tax-Free Cash to ISA Strategy Over the past two years, I’ve been withdrawing £40,000 of Tax-Free Cash (TFC) annually from my pension, splitting it equally between my partner’s and …

A Practical FIRE Portfolio Case Study

A Practical FIRE Portfolio Case Study

One of the most psychologically and financially complex phases of the FIRE journey isn’t hitting your number, it’s what comes next. Moving from accumulation to drawdown forces a shift in …

Why Your Portfolio Is Falling Right Now

March 2026 NetWorth

If your portfolio has taken a hit this month and you’re wondering whether to panic, sell, or quietly cry into your morning coffee, you’re not alone. March 2026 has been …

February 2026 Net Worth Update: Steady Growth & AI-Assisted Portfolio Management

Feb 2026 Net Worth

Back in November 2025, I made a significant shift in my investment approach. With retirement just a few years away, I moved out of tech stocks to reduce portfolio volatility. …

December 2025 Networth

December 2025 Networth

Simplifying My Portfolio 15 Months Before Retirement After careful consideration, I’ve made a significant shift in my investment strategy. I’ve exited all my individual tech share positions and moved to …

Trump Started the Crash

Trump Started the Crash

I’m ramping up my pension contributions as retirement draws nearer, only two years to go now. This month, I saved £900, and I’ve set next month’s payment to £1,900. My …