Retirement Portfolio Net Worth - As of Sept 3, 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:
No major changes. The markets keep rising pushing our net worth along with it. For the first time our investable net worth is now over 2 million. 

ASSETS.

July to Sept Contributions: $14,000
Retirement Equity Portfolio: $1,084,250 (UP $58,245) 
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: $2,779,250 (UP $58,245)

LIABILITIES:

Rental Property Loan #1: $30,016(down $6,528)
Rental Property Loan #2: $223,174 (down $1,255)
Rental Property Loan #3: $142,195(down $1,850)
Rental Property Loan #4: $125,671 (down $950)
Rental Property Loan#5: $193,989 (down $1,190)

Total Liabilities: $715,045 (down $11,773)

Retirement Portfolio Net Worth: $2,064,205 (up $70,009)

Dividends Received (year to date): $20,791 (up $4,827)

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