Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $25,453.29 total return $3,712.49 (29.17% according to app) VDHG (using VPI platform) – $109,139.66, total return $21,850.05 (10.13% including DRP) IVV
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Portfolio Update – July 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $24,988.74 total return $3,806.73 (30.47% according to app) VDHG (using VPI platform) – $108,683.28, total return $22,021.87 (10.63% including DRP) IVV
Continue ReadingPortfolio Update – June 2024
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $23,761.41 total return $3,035.14 (25.55% according to app) VDHG (using VPI platform) – $105,608.07, total return $18,929.76 (9.61% including DRP) IVV
Continue ReadingPortfolio Update – April – May 2024
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
Continue ReadingPortfolio 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
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