Retirement Portfolio Net Worth - As of June1 -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 our children’s RESP.

ASSETS

May Contributions: $0
Retirement Portfolio: $628,319 (up $12,725 stock market increase)
Rental Property #1: $120,000 (estimated selling price)
Rental Property #2: $235,000 (estimated selling price)
Rental Property #3: $280,000 (estimated selling price)
Rental Property #4: $220,000 (estimated selling price)

Total Retirement Assets: $1,483,319 (up $12,725)

LIABILITIES:

Rental Property Loan #1: $48,855 (down $198)
Rental Property Loan #2: $130,311 (down $732)
Rental Property Loan #3: $199,128 (down $975)
Rental Property Loan #4: $183,193 (down $644)

Total Liabilities: $561,833 (down $2,549)

Retirement Portfolio Net Worth: $921,562 (up $15,271)

Dividends Received (year to date): $7,047 (up $497)

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