2019 Year In Review

Despite making almost no contributions to our retirement portfolio we were still able to increase our retirement net north by $160,232 in 2019. This was largely accomplished through renovations to the rental units as well as stock market appreciation. Overall I'm happy with our 2019 results but hope to drastically increase our portfolio contributions in 2020.

ASSETS

Contributions Made in 2019: $3050
Retirement Portfolio: $516,785 (up $68,524 in 2019)
Rental Property #1: $105,000 (no change in 2019)
Rental Property #2: $205,000 (up $50,000 in 2019)
Rental Property #3: $230,000 (no change in 2019)

Total Retirement Assets: $1,056,785 (up $118,534 in 2019)

LIABILITIES:

Investment Loan: $7,243 (down $10,942 in 2019)
Rental Property Loan #1: $62,822 (down $6,814 in 2019)
Rental Property Loan #2: $143,078 (down $6,323 in 2019)
Rental Property Loan #3: $217,778 (down $9,319)
Car Loan: $0 (down $8,721 in 2019)


Total Liabilities: $430,921 (down $41,698 in 2019)

Retirement Portfolio Net Worth: $625,864 (up $160,232 in 2019)

Dividends Received: $17,497(up $3,473 in 2019)

Comments

Popular posts from this blog

Retirement Portfolio Net Worth - As of Oc3-2023

Retirement Portfolio Net Worth – As of May 1- 2017

Retirement Portfolio Net Worth - As of Dec01-2023