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Monthly Update

Portfolio Update – November 2025

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $38,505.03 total return $9,771.74 (50.76% according to app) VDHG (using VPI platform) – $138,505.08, total return $43,520.76 (11.56% including DRP) IVV (Selfwealth) – $1,047.60, total return $579.01 (17.44% including DRP) SYI (Selfwealth) – $2,812.80, total return $1,020.78 (8.75% including…

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Portfolio Update – October 2025

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $38,991.99 total return $10,680.52 (54.78% according to app) VDHG (using VPI platform) – $140,137.20, total return $45,152.88 (12.29% including DRP) IVV (Selfwealth) – $1,047.75, total…

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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…

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