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Monthly Update

Portfolio 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) IVV (Selfwealth) – $947.70, total…

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Portfolio 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) IVV (Selfwealth) – $918.30, total…

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Portfolio 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) IVV (Selfwealth) – $861.60, total…

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