Retirement Portfolio Net Worth – As of April 1- 2017


The goal is an investment portfolio 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 will also be omitting the value of our workplace defined benefit pension plans and RESPs.

ASSETS:
Retirement Portfolio: $472,617

LIABILITIES:
Investment Loan: $42,407

Retirement Portfolio Net Worth: $430,210

*Dividends Received (year to date): $3085


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