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Monthly Update

Portfolio Update – March 2025

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $29,634.67 total return $4,649.86 (31.38% according to app) VDHG (using VPI platform) – $119,710.84, total return $25,220.72 (8.98% including DRP) IVV (Selfwealth) – $880.80,…

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Portfolio Update – February 2025

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $30,352.72 total return $5,803.95 (38.24% according to app) VDHG (using VPI platform) – $123,019.68, total return $29,340.58 (10.71% including DRP) IVV (Selfwealth) – $944.55, total…

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Portfolio Update – January 2025

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $30,314.82 total return $6,189.18 (40.83% according to app) VDHG (using VPI platform) – $125,846.00, total return $32,590.50 (12.21% including DRP) IVV (Selfwealth) – $976.05, total…

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