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Monthly Update

Portfolio Update – February 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $42,900.14 total return $12,745.31 (59.42% according to app) VDHG (using VPI platform) – $143,844.12, total return $47,219.00 (11.50% including DRP) IVV (Selfwealth) – $966.30, total return $500.73 (14.78% including DRP) SYI (Selfwealth) – $3,037.07, total return $1,263.03 (9.90% including…

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Portfolio Update – January 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $41,199.78 total return $11,470.59 (55.68% according to app) VDHG (using VPI platform) – $140,890.19, total return $45,090.07 (11.30% including DRP) IVV (Selfwealth) – $989.10, total return $523.53 (15.55% including DRP) SYI (Selfwealth) – $2,877.02, total return $1,102.98 (8.97% including…

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Portfolio Update – December 2025

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $39,028.66 total return $9,850.25 (50.48% according to app) VDHG (using VPI platform) – $139,907.88, total return $44,481.48 (11.46% including DRP) IVV (Selfwealth) – $1,026.60, total return $561.03 (16.70% including DRP) SYI (Selfwealth) – $2,814.72, total return $1,058.83 (8.83% including…

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