Year: 2023

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $19,146.70, total return $1,218.44 (12.73% according to app) VDHG (using VPI platform) – $97,417.17, total return $10,460.64 (7.24% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $17,977.1, total return $569.80 (6.34% according to app) VDHG (using VPI platform) – $93,035.25, total return $6,078.72 (4.50% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,965.65, total return $2.15 (0.03% according to app) VDHG (using VPI platform) – $88,798.32, total return $1,841.79 (1.46% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,778.97, total return $248.23 (2.96% according to app) VDHG (using VPI platform) – $91,140.79, total return $4,081.06 (3.42% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,911.58, total return $902.24 (10.64% according to app) VDHG (using VPI platform) – $94,254.94, total return $7,195.21 (6.44% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,670.12, total return $1,106.59 (13.23% according to app) VDHG (using VPI platform) – $94,382.70, total return $7,322.97 (7.10% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $15,669.99, total return $529.21 (6.73% according to app) VDHG (using VPI platform) – $91,892.80, total return $4,666.95 (4.88% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $15,033.07, total return $416.33 (5.52% according to app) VDHG (using VPI platform) – $88,126.80, total return $2,897.35 (3.27% including DRP) IVV

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $14,791.87 (8.18% according to app) VDHG (using VPI platform) – $84,194.88, total return $3,032.31 (3.59% including DRP) IVV (Selfwealth)

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $14,211.69 (6.14% according to app) VDHG (using VPI platform) – $78,567.60 (1.60%) IVV (Selfwealth) – $606.90 (10.11%) SYI