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
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Portfolio 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
Continue ReadingPortfolio Update – January 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $19,845.79 total return $1,480.98 (14.92% according to app) VDHG (using VPI platform) – $99,749.70, total return $12,918.58 (8.42% including DRP) IVV
Continue ReadingPortfolio Update – December 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $19,146.70, total return $1,218.44 (12.73% according to app) VDHG (using VPI platform) – $97,417.17, total return $10,460.64 (7.24% including DRP) IVV
Continue ReadingPortfolio Update – November 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $17,977.1, total return $569.80 (6.34% according to app) VDHG (using VPI platform) – $93,035.25, total return $6,078.72 (4.50% including DRP) IVV
Continue ReadingPortfolio Update – October 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,965.65, total return $2.15 (0.03% according to app) VDHG (using VPI platform) – $88,798.32, total return $1,841.79 (1.46% including DRP) IVV
Continue ReadingPortfolio Update – September 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,778.97, total return $248.23 (2.96% according to app) VDHG (using VPI platform) – $91,140.79, total return $4,081.06 (3.42% including DRP) IVV
Continue ReadingPortfolio Update – August 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,911.58, total return $902.24 (10.64% according to app) VDHG (using VPI platform) – $94,254.94, total return $7,195.21 (6.44% including DRP) IVV
Continue ReadingPortfolio Update – July 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $16,670.12, total return $1,106.59 (13.23% according to app) VDHG (using VPI platform) – $94,382.70, total return $7,322.97 (7.10% including DRP) IVV
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