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Monthly Update

Portfolio Update – August 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $48,147.65 total return $14,984.66  (62.60% according to app) VDHG (using VPI platform) – $152,836.20, total return $54,619.79 (11.27% including DRP) IVV (Selfwealth) – $1,071.30, total return $611.31 (15.50% including DRP) SYI (Selfwealth) – $3,198.72,…

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Portfolio Update – July 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $47,306.52 total return $14,751.15 (62.36% according to app) VDHG (using VPI platform) – $150,480.00, total return $52,263.59 (11.11% including DRP) IVV (Selfwealth) – $1,060.80, total return $600.81 (15.55% including DRP) SYI (Selfwealth) – $3,165.06,…

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Portfolio Update – June 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $47,007.06 total return $14,995.80 (63.80% according to app) VDHG (using VPI platform) – $150,485.35, total return $52,648.18 (11.43% including DRP) IVV (Selfwealth) – $1,084.20, total return $620.72 (16.21% including DRP) SYI (Selfwealth) – $2,966.46, total…

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