Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $28,301.49 total return $4,698.43 (33.20% according to app) VDHG (using VPI platform) – $121,675.62, total return $28,288.89 (11.11% including DRP)
Continue ReadingYear: 2024
Portfolio Update – November 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $28,088.00 total return $4,907.85 (34.95% according to app) VDHG (using VPI platform) – $122,241.06, total return $28,854.33 (11.77% including DRP)
Continue ReadingPortfolio Update – October 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $27,175.45 total return $4,539.82 (33.41% according to app) VDHG (using VPI platform) – $113,582.70, total return $25,158.95 (10.70% including DRP) IVV
Continue ReadingPortfolio Update – September 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $26,562.65 total return $4,379.26 (32.97% according to app) VDHG (using VPI platform) – $111,689.48, total return $23,949.35 (10.64% including DRP) IVV
Continue ReadingPortfolio Update – August 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $25,453.29 total return $3,712.49 (29.17% according to app) VDHG (using VPI platform) – $109,139.66, total return $21,850.05 (10.13% including DRP) IVV
Continue ReadingPortfolio Update – July 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $24,988.74 total return $3,806.73 (30.47% according to app) VDHG (using VPI platform) – $108,683.28, total return $22,021.87 (10.63% including DRP) IVV
Continue ReadingPortfolio Update – June 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $23,761.41 total return $3,035.14 (25.55% according to app) VDHG (using VPI platform) – $105,608.07, total return $18,929.76 (9.61% including DRP) IVV
Continue ReadingPortfolio Update – April – May 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $22,954.41 total return $2,660.92 (23.18% according to app) VDHG (using VPI platform) – $103,490.37, total return $16,812.06 (8.95% including DRP) IVV
Continue ReadingPortfolio Update – March 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $21,841.82 total return $2,622.89 (24.02% according to app) VDHG (using VPI platform) – $105,331.80, total return $18,500.68 (10.80% including DRP) IVV
Continue ReadingPortfolio Update – February 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $20,764.73 total return $1,977.82 (19.05% according to app) VDHG (using VPI platform) – $102,031.08, total return $15,199.96 (9.39% including DRP) IVV
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