Portfolio Update – May 2026
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $45,776.28 total return $13,626.50 (60.44% according to app) VDHG (using VPI platform) – $147,668.00, total return $49,830.83 (11.16% including DRP) IVV (Selfwealth) – $1,056.45, total return $592.97 (15.93% including DRP) SYI (Selfwealth) – $2,973.32, total…
Portfolio Update – April 2026
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $42,685.91 total return $11,654.85 (54.61% according to app) VDHG (using VPI platform) – $142,156.43, total return $44,767.76 (10.41% including DRP) IVV (Selfwealth) – $998.10, total return $534.62 (14.99% including DRP) SYI (Selfwealth) – $3,005.66, total return $1,231.58 (9.27% including…
Portfolio Update – March 2026
Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $39,953.32 total return $9,353.59 (46.82% according to app) VDHG (using VPI platform) – $135,428.80, total return $38,300.03 (9.27% including DRP) IVV (Selfwealth) – $931.20, total return $467.72 (13.75% including DRP) SYI (Selfwealth) – $2,931.34, total return $1,187.86 (9.16% including…