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

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