Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $41,199.78 total return $11,470.59 (55.68% according to app) VDHG (using VPI platform) – $140,890.19, total return $45,090.07 (11.30% including DRP) IVV (Selfwealth) – $989.10, total return $523.53 (15.55% including DRP)
Continue ReadingPortfolio Update – December 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $39,028.66 total return $9,850.25 (50.48% according to app) VDHG (using VPI platform) – $139,907.88, total return $44,481.48 (11.46% including DRP) IVV (Selfwealth) – $1,026.60, total return $561.03 (16.70% including DRP)
Continue ReadingPortfolio Update – November 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $38,505.03 total return $9,771.74 (50.76% according to app) VDHG (using VPI platform) – $138,505.08, total return $43,520.76 (11.56% including DRP) IVV (Selfwealth) – $1,047.60, total return $579.01 (17.44% including DRP)
Continue ReadingPortfolio Update – October 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $38,991.99 total return $10,680.52 (54.78% according to app) VDHG (using VPI platform) – $140,137.20, total return $45,152.88 (12.29% including DRP)
Continue ReadingPortfolio Update – September 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $37,234.57 total return $9,456.25 (50.79% according to app) VDHG (using VPI platform) – $137,225.64, total return $42,141.39 (11.90% including DRP)
Continue ReadingPortfolio Update – August 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $36,352.16 total return $8,994.86 (49.49% according to app) VDHG (using VPI platform) – $136,031.40, total return $40,947.15 (11.98% including DRP)
Continue ReadingPortfolio Update – July 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $35,218.68 total return $8,393.09 (47.66% according to app) VDHG (using VPI platform) – $133,698.90, total return $38,613.75 (11.71% including DRP)
Continue ReadingPortfolio Update – June 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $33,741.45 total return $7,360.76 (43.63% according to app) VDHG (using VPI platform) – $130,169.82, total return $34,998.53 (11.03% including DRP)
Continue ReadingPortfolio Update – May 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $32,535.25 total return $6,587.26 (40.49% according to app) VDHG (using VPI platform) – $127,120.40, total return $31,948.21 (10.49% including DRP)
Continue ReadingPortfolio Update – April 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $30,604.95 total return $5,186.76 (33.89% according to app) VDHG (using VPI platform) – $121,186.89, total return $26,014.70 (8.96% including DRP)
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