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…
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…
Portfolio Update – November 2025
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $38,505.03 total return $9,771.74 (50.76% according to app) VDHG (using VPI platform) – $138,505.08, total return $43,520.76 (11.56% including DRP) IVV (Selfwealth) – $1,047.60, total return $579.01 (17.44% including DRP) SYI (Selfwealth) – $2,812.80, total return $1,020.78 (8.75% including…