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Monthly Update

Portfolio Update – March 2024

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $21,841.82 total return $2,622.89 (24.02% according to app) VDHG (using VPI platform) – $105,331.80, total return $18,500.68 (10.80% including DRP) IVV (Selfwealth) – $802.65, total return…

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Portfolio Update – February 2024

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $20,764.73 total return $1,977.82 (19.05% according to app) VDHG (using VPI platform) – $102,031.08, total return $15,199.96 (9.39% including DRP) IVV (Selfwealth) – $778.95, total return…

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Portfolio Update – January 2024

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $19,845.79 total return $1,480.98 (14.92% according to app) VDHG (using VPI platform) – $99,749.70, total return $12,918.58 (8.42% including DRP) IVV (Selfwealth) – $746.10, total return…

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