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Mplla Portfolio - New Portfolio
Mplla Portfolio
Individual Investor
Ranked #61,543 out of 798,480 TipRanks' Investors
Success Rate
136 out of 198
profitable transactions
profitable transactions
Average Return
11.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.64%
6-Month Return▼ 3.31%
12-Month Return▲ 10.65%
YTD Return▼ 1.79%
Total Return▲ 17.40%
Best Trade
Bio
A mix of growth and dividend stocks/ETF
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.52%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.09%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.76%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 1.91%
Apr 2025
▼ 1.48%
▲ 1.19%
▼ 0.22%
May 2025
▲ 9.99%▼ 0.89%▼ 1.52%
▲ 25.97%▲ 5.96%▲ 4.09%
▲ 5.39%▼ 2.41%▼ 2.76%
▲ 6.00%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 0.06%
▼ 1.80%▼ 5.57%▼ 2.76%
▲ 1.74%▼ 0.87%▼ 1.91%
▼ 1.48%▲ 1.19%▼ 0.22%
Recent Activity
Schwab U.S. Large-Cap Growth ETF
5.88%
▼ 2.81%
17
Buy
Mar 10, 2025
Schwab US Dividend Equity ETF
13.69%
▲ 5.42%
32
Buy
Mar 09, 2025
Realty Income
8.83%
▲ 3.63%
28
Buy
Jan 30, 2025
Johnson & Johnson
5.82%
▲ 4.81%
16
Buy
Dec 15, 2024
Coca-Cola
―
▲ 15.22%
10
Close
Jul 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
―
▲ 7.41%
6
Close
Jul 17, 2024
Vanguard S&P 500 ETF
12.39%
▲ 34.92%
11
Buy
Jun 16, 2024
Procter & Gamble
1.92%
▲ 19.80%
3
Buy
Apr 11, 2024
Tesla
3.47%
▲ 29.78%
7
Buy
Mar 21, 2024
Big 5 Sporting Goods
―
▼ 51.09%
11
Close
Mar 08, 2024
PepsiCo
3.15%
▼ 18.38%
3
Buy
Jan 20, 2024
Shopify
―
▲ 90.32%
3
Close
Jan 08, 2024
Lowe's
4.76%
▲ 1.06%
8
Buy
Dec 17, 2023
AbbVie
8.86%
▲ 44.76%
5
Buy
Nov 15, 2023
Meta Platforms
―
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
3.97%
▲ 65.00%
9
Buy
Jul 01, 2023
Amazon
6.08%
▲ 54.51%
3
Buy
Apr 12, 2023
Microsoft
5.23%
▲ 65.23%
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