2022 Year in Review

Overall 2022 was a very boring year for us financially.  Our retirement portfolio remained virtually unchanged (down 1.6%). Although this is definitely nothing to brag about we faired relatively well compared to the TSX (down 8.66%) and the S&P (down 19.4%). Despite the small decrease in our investment portfolio our net worth squeaked out a small gain of $19,414 due primarily to $16,000 of new money being added as well as a decrease in our liabilities on the rental properties.

 ASSETS

Contributions Made in 2022: $16,000
Retirement Portfolio: $685,363 (down $11,050)
Rental Property #1: $130,000 (No change in 2022)
Rental Property #2: $350,000 (No change in 2022)
Rental Property #3: $300,000 (No change in 2022)
Rental Property #4: $225,000 (No change in 2022)

Total Retirement Assets: $1,670,605 (down $11,050)
LIABILITIES:

Rental Property Loan #1: $43,452 (down $3,206 in 2022)
Rental Property Loan #2: $116,052 (down $8,622 in 2022)
Rental Property Loan #3: $175,279 (down $10,509  in 2022)
Rental Property Loan #4: $170,335 (down $8,127 in 2022)

Total Liabilities: $505,118 (down $30,464 in 2022)

Retirement Portfolio Net Worth: $1,165,487 (up $19,414 in 2022)

Dividends Received: $22,025 (up $3,114 in 2022)

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