Loading

Monthly Update

Portfolio 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) IVV (Selfwealth) – $1,009.65, total…

Read More »
No Comments

Portfolio 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) IVV (Selfwealth) – $993.90, total…

Read More »
No Comments

Portfolio 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) IVV (Selfwealth) – $992.40, total…

Read More »
No Comments