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Retirement Portfolio Net Worth - As of June01 - 2022

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 children’s RESP. A quiet month with very little spending on the rental units and no new money added to our retirement portfolio. ASSETS May  Contributions : $0 Retirement Portfolio: $694,529 (up $4,515 stock market appreciation) Rental Property #1: $130,000 (estimated selling price) Rental Property #2: $255,000 (estimated selling price) Rental Property #3: $300,000 (estimated selling price) Rental Property #4: $225,000 (estimated selling price) Total Retirement Assets: $1,604,529  (up  $ 4,515 ) LIABILITIES : Rental Property Loan #1: $45,122 (down $294) Rental Property Loan #2: $120,840  (down $793) Rental Property Loan #3: $180,811  (down $956) Rental Property Loan #4: $

Retirement Portfolio Net Worth - As of May2 - 2022

  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 children’s RESP. Nothing major this month other than we spent approx. $7000 out of pocket to have some much needed plumbing work done on one of the rentals. The plumbing was approx. 50 years old and was a constant source of issues.  ASSETS April  Contributions : $0 Retirement Portfolio: $690,014 (down $25,871 stock market depreciation) Rental Property #1: $130,000 (estimated selling price) Rental Property #2: $255,000 (estimated selling price) Rental Property #3: $300,000 (estimated selling price) Rental Property #4: $225,000 (estimated selling price) Total Retirement Assets: $1,600,014  (down  $25,871 ) LIABILITIES : Rental Property Loan #1: $45,416 (down $297) Rental

Retirement Portfolio Net Worth - As of Apr1 - 2022

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 children’s RESP. ASSETS March  Contributions : $7000 Retirement Portfolio: $715,885 (up $20,076 stock market appreciation + $7000 contribution) Rental Property #1: $130,000 (estimated selling price) Rental Property #2: $255,000 (estimated selling price) Rental Property #3: $300,000 (estimated selling price) Rental Property #4: $225,000 (estimated selling price) Total Retirement Assets: $1,625,885  (up $27,076) LIABILITIES : Rental Property Loan #1: $45,713 (down $316) Rental Property Loan #2: $122,369  (down $788) Rental Property Loan #3: $182,721  (down $1,032) Rental Property Loan #4: $176,463  (down $682) Total Liabilities: $527,266 (down $2,818) Retirement Portfolio N

Retirement Portfolio Net Worth - As of Mar3 - 2022

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  children’s RESP. We pretty much broke even over the month of February. Our very small loss in the value of our stock portfolio was off-set by an almost equal reduction of mortgage debt on the rentals. ASSETS Feb  Contributions : $0 Retirement Portfolio: $688,809 (down $3,428 stock market) Rental Property #1: $130,000 (estimated selling price) Rental Property #2: $255,000 (estimated selling price) Rental Property #3: $300,000 (estimated selling price) Rental Property #4: $225,000 (estimated selling price) Total Retirement Assets: $1,598,809  (down $3,428 stock market) LIABILITIES : Rental Property Loan #1: $46,029 (down $318) Rental Property Loan #2: $123,157  (down $778)

Retirement Portfolio Net Worth - As of Feb1 - 2022

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  children’s RESP. ASSETS Jan  Contributions : $0 Retirement Portfolio: $692,237 Rental Property #1: $130,000 (estimated selling price) Rental Property #2: $255,000 (estimated selling price) Rental Property #3: $300,000 (estimated selling price) Rental Property #4: $225,000 (estimated selling price) Total Retirement Assets: $1,602,237 LIABILITIES : Rental Property Loan #1: $46,347  Rental Property Loan #2: $123,935 Rental Property Loan #3: $184,786  Rental Property Loan #4: $177,808  Total Liabilities: $532,886 Retirement Portfolio Net Worth: $1,069,351  Dividends Received (year to date): $2,374

2021 Year in Review

Overall 2021 was a fantastic year for us financially. This is despite the ongoing COVID pandemic. We contributed $26,800 to our stock portfolio, paid off $41,045 in mortgage debt and increased our overall retirement portfolio by a whopping $ 377,472. My plan for 2022 is to just stick to my boring but consistent plan, steady eddy, more of the same. Contribute as much as possible to our stock portfolio, look for deals on another rental and keep reducing our debt by $40,000 annually. That being said I'm not expecting anywhere near the portfolio appreciation that we've seen this year. I'm basing my 2022 goals on 0% price appreciation on the rental units and a 7% increase to our stock portfolio. My goal for 2022 is to increase our net worth by a modest $80,000. ASSETS Contributions Made in 2021: $26,800 Retirement Portfolio: $696,363 (up $179,578) Rental Property #1: $130,000 (UP $25,000 in 2021 ) Rental Property #2: $255,000 (UP $50,000 in 2021) Rental Property #3: $300,000 (UP

Retirement Portfolio Net Worth - As of Dec31-2021

  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  children’s RESP. On the rental unit side of the portfolio we had a vacancy in one of our units but quickly had it re-rented for 28% higher than the previous tenant was paying. It was also a stellar month for the stock market and debt reduction. In total our net worth increased a whopping $38,835 in December.  ASSETS Dec  Contributions : $2000 Retirement Portfolio: $696,353  (UP $29,664 stock market increase + 2K contribution) Rental Property #1: $130,000 (estimated selling price) Rental Property #2: $255,000 (estimated selling price) Rental Property #3: $300,000 (estimated selling price) Rental Property #4: $225,000 (estimated selling price) Total Retirement Assets: $1