Retirement Portfolio Net Worth - As of Apr1 -2020

The goal is a retirement portfolio net worth of $1,000,000 and an annual passive income of $40,000. We are currently mortgage free but won’t be including the value of our principal residence or cottage as we have no plans to sell either. We have also omitted the value of our workplace defined benefit pension plans and our children’s RESP.

 Well due to COVID-19 March has turned out to be the worst month for my portfolio since I started investing two decades ago. My portfolio along with the rest of the market dropped a whopping 16% over the last 30 days. That being said it also gave me the opportunity to purchase some retirement REITs that I'd been waiting to add to my dividend portfolio. In total I invested approximately $14,000 this month in that sector. This new investment will add an additional $740 to my annual dividend income.

 ASSETS

Mar Contributions: $2500
Retirement Portfolio: $407,622  (down $77,381, stock market decrease)
Rental Property #1: $105,000 (estimated selling price)
Rental Property #2: $205,000 (estimated selling price)
Rental Property #3: $230,000 (purchase price)

Total Retirement Assets: $947,622 (down $77,381)

LIABILITIES:

Investment Loan: $5,314 (down $643)
Rental Property Loan #1: $61,218 (down $547)
Rental Property Loan #2: $140,921 (down $753)
Rental Property Loan #3: $214,947 (down $1051)

Total Liabilities: $422,401 (down $2,996)

Retirement Portfolio Net Worth: $525,220 (down $74,385)

Dividends Received (year to date): $3,596 (up $1,220).

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