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
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Portfolio 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
Continue ReadingPortfolio Update – June 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $15,669.99, total return $529.21 (6.73% according to app) VDHG (using VPI platform) – $91,892.80, total return $4,666.95 (4.88% including DRP) IVV
Continue ReadingPortfolio Update – May 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $15,033.07, total return $416.33 (5.52% according to app) VDHG (using VPI platform) – $88,126.80, total return $2,897.35 (3.27% including DRP) IVV
Continue ReadingPortfolio Update – April 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $14,791.87 (8.18% according to app) VDHG (using VPI platform) – $84,194.88, total return $3,032.31 (3.59% including DRP) IVV (Selfwealth)
Continue ReadingPortfolio Update – March 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $14,211.69 (6.14% according to app) VDHG (using VPI platform) – $78,567.60 (1.60%) IVV (Selfwealth) – $606.90 (10.11%) SYI
Continue ReadingPortfolio Update – February 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $13,548.42 (4.52% according to app) VDHG (using VPI platform) – $73,924.5 (0.85%) IVV (Selfwealth) – $593.70 (9.37%) SYI
Continue ReadingPortfolio Update – January 2023
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $13,372.26 (8.4% according to app) VDHG (using VPI platform) – $71,651.6 (0.93%) IVV (Selfwealth) – $571.20 (7.59%) SYI
Continue ReadingPortfolio Update – December 2022
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $12,227.1 (1.23% according to app) VDHG (using VPI platform) – $69,659.85 (2.30%) IVV (Selfwealth) – $573.30 (8.23%) SYI
Continue ReadingPortfolio Update – November 2022
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $12,037.92 (2.92% according to app) VDHG (using VPI platform) – $69,975.36 (0.86%) IVV (Selfwealth) – $600.83 (11.32%) SYI
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