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)
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Portfolio 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
Continue ReadingPortfolio Update – October 2022
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $10,491.53 (-17.73% according to app) VDHG (using VPI platfom) – $62,175.12 (-4.71%) IVV (Selfwealth) – $585.95 (10.33%) SYI
Continue ReadingPortfolio Update – September 2022
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $9,842.91 (-23.4% according to app) VDHG (using VPI platfom) – $55,855.8 (-8.89%) IVV (Selfwealth) – $562.9 (7.79%) SYI
Continue ReadingPortfolio Update – August 2022
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $9,943.22 (-10.24% according to app) VDHG (using VPI platfom) – $54,424.30 (-5.20%) IVV (Selfwealth) – $576.93 (10.03%) SYI
Continue ReadingPortfolio Update – July 2022
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $9,579.76 (-9.06% according to app) VDHG (using VPI platfom) – $51,384.07 (-3.84%) IVV (Selfwealth) – $585.26 (11.87%) SYI
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