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Monthly Update

Portfolio Update – October 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $48,161.93 total return $14,159.62  (58.80% according to app) VDHG (using VPI platform) – $151,492.42, total return $53,059.67 (10.49% including DRP) IVV (Selfwealth) – $1,084.80, total return $627.41 (15.30% including DRP) SYI (Selfwealth) –…

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Portfolio Update – September 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $48,441.88 total return $14,982.15  (61.86% according to app) VDHG (using VPI platform) – $151,470.00, total return $53,253.59 (10.75% including DRP) IVV (Selfwealth) – $1,098.15, total return $640.76 (15.78% including DRP) SYI (Selfwealth) – $3,237.48,…

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Portfolio Update – August 2026

Portfolio Summary Here is a summary of my portfolio at the top level: Raiz Aggressive Portfolio – $48,147.65 total return $14,984.66  (62.60% according to app) VDHG (using VPI platform) – $152,836.20, total return $54,619.79 (11.27% including DRP) IVV (Selfwealth) – $1,071.30, total return $611.31 (15.50% including DRP) SYI (Selfwealth) – $3,198.72,…

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