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Mplla Portfolio - New Portfolio
Mplla Portfolio
Individual Investor
Ranked #38,970 out of 809,057 TipRanks' Investors
Success Rate
152 out of 198
profitable transactions
profitable transactions
Average Return
20.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.20%
6-Month Return▲ 4.84%
12-Month Return▲ 13.66%
YTD Return▲ 7.12%
Total Return▲ 28.06%
Best Trade
Bio
A mix of growth and dividend stocks/ETF
Performance
16.05%0-16.05%
▲ 5.10%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.76%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.10%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.94%
May 2025
▲ 6.24%
▲ 5.14%
▲ 2.28%
Jun 2025
▲ 16.05%
▲ 1.57%
▲ 2.58%
Jul 2025
▲ 5.10%▼ 2.41%▼ 2.76%
▲ 6.03%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 0.06%
▼ 1.80%▼ 5.57%▼ 2.76%
▲ 1.84%▼ 0.87%▼ 2.10%
▲ 12.20%▲ 6.28%▲ 3.94%
▲ 6.24%▲ 5.14%▲ 2.28%
▲ 16.05%▲ 1.57%▲ 2.58%
Recent Activity
Schwab U.S. Large-Cap Growth ETF
6.22%
▲ 12.27%
17
Buy
Mar 10, 2025
Schwab US Dividend Equity ETF
13.26%
▲ 12.19%
32
Buy
Mar 09, 2025
Realty Income
8.2%
▲ 4.60%
28
Buy
Jan 30, 2025
Johnson & Johnson
5.66%
▲ 10.01%
16
Buy
Dec 15, 2024
Coca-Cola
―
▲ 15.22%
10
Close
Jul 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 7.40%
6
Close
Jul 17, 2024
Vanguard S&P 500 ETF
12.72%
▲ 51.34%
11
Buy
Jun 16, 2024
Procter & Gamble
1.74%
▲ 17.44%
3
Buy
Apr 11, 2024
Tesla
3.71%
▲ 54.88%
7
Buy
Mar 21, 2024
Big 5 Sporting Goods
―
▼ 51.09%
11
Close
Mar 08, 2024
PepsiCo
3.17%
▼ 10.40%
3
Buy
Jan 20, 2024
Shopify
―
▲ 90.32%
3
Close
Jan 08, 2024
Lowe's
4.3%
▲ 0.45%
8
Buy
Dec 17, 2023
AbbVie
8.36%
▲ 46.92%
5
Buy
Nov 15, 2023
Meta Platforms
―
▲ 63.30%
4
Close
Sep 27, 2023
Main Street Capital
4.46%
▲ 103.75%
9
Buy
Jul 01, 2023
Amazon
6.62%
▲ 85.14%
3
Buy
Apr 12, 2023
Microsoft
5.63%
▲ 94.83%
5
Buy
Apr 10, 2023
Upstart Holdings
―
▼ 57.06%
3
Close
Mar 27, 2023
Roundhill Ball Metaverse ETF
―
▼ 6.13%
3
Close
Mar 27, 2023