Retirement Portfolio Net Worth - As of July3-2025

  The goal:

1. Retirement Equity Portfolio of $1,000,000
2. Passive income from Rental Portfolio of $70,000
3. Annual Passive Income of $100,000 (rental income + dividends combined)

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 children’s RESP.

COMMENTARY:
Well we finally broke the one million dollar mark in our equity portfolio. Nice to have a seven figure account but honestly it's kind of anti-climatic. Next goal is 1.5 million.

ASSETS.

May to July Contributions: $6000
Retirement Equity Portfolio: $1,026,005 (UP $70,486) 
Rental Property #1: $220,000 (appraised value)
Rental Property #2: $350,000 (appraised value)
Rental Property #3: $400,000 (appraised value)
Rental Property #4: $375,000 (appraised value)
Rental Property #5: $350,000 (purchase price)

Total Retirement Assets: $2,721,005 (UP $70,486)

LIABILITIES:

Rental Property Loan #1: $36,544(down $725)
Rental Property Loan #2: $224,429 (down $1124)
Rental Property Loan #3: $144,045 (down $1787)
Rental Property Loan #4: $126,612 (down $902)
Rental Property Loan#5: $195,179 (down $183)

Total Liabilities: $726,809 (down $4,721)

Retirement Portfolio Net Worth: $1,994,196 (up $75,207)

Dividends Received (year to date): $15,964,410 (up $4554)

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