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 Net Worth: $1,098,619 (up $29,893)

Dividends Received (year to date): $4,780 (up $1,517)

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