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Mplla Portfolio - New Portfolio

Mplla Portfolio
Individual Investor
Ranked #24,069 out of 850,742 TipRanks' Investors
Success Rate
84%
174 out of 208
profitable transactions
Average Return
32.15%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.68%
6-Month Return▲ 12.40%
12-Month Return▲ 18.85%
YTD Return▲ 3.74%
Total Return▲ 45.92%

Best Trade

Opened at
Closed at-
Gain▲ 276.00%

Bio

A mix of growth and dividend stocks/ETF

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 2.28%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.33%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.80%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.53%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.04%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 1.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.20%
Dec 2025
▲ 2.64%
▲ 1.04%
▲ 3.74%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 2.28%
▲ 7.60%▲ 2.30%▲ 2.33%
▲ 2.76%▲ 2.05%▲ 4.80%
▲ 12.88%▲ 3.56%▲ 3.53%
▲ 10.96%▲ 2.38%▲ 0.04%
▼ 3.58%▲ 0.19%▲ 1.65%
▼ 0.10%▲ 0.08%▼ 0.20%
▲ 2.64%▲ 1.04%▲ 3.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
14.78%
▲ 23.09%
33
Buy
Sep 21, 2025
Realty Income
8.33%
▲ 14.97%
29
Buy
Sep 21, 2025
Vanguard S&P 500 ETF
11.6%
▲ 61.86%
12
Buy
Sep 21, 2025
Johnson & Johnson
6.77%
▲ 47.52%
17
Buy
Sep 21, 2025
Alphabet Class C
4.38%
▲ 167.42%
4
Buy
Sep 21, 2025
PepsiCo
3.58%
▼ 5.08%
4
Buy
Sep 21, 2025
Schwab U.S. Large-Cap Growth ETF
8.7%
▲ 20.51%
18
Buy
Sep 21, 2025
Nvidia
0.65%
▲ 0.68%
1
Open
Sep 21, 2025
Lyft
0.08%
▼ 19.58%
1
Open
Sep 21, 2025
Imperial Petroleum
0.03%
▼ 20.66%
1
Open
Sep 21, 2025
Coca-Cola
▲ 15.22%
10
Close
Jul 26, 2024
SPDR Portfolio S&P 500 High Dividend ETF
▲ 7.41%
6
Close
Jul 17, 2024
Procter & Gamble
1.35%
▲ 14.32%
3
Buy
Apr 11, 2024
Tesla
4.05%
▲ 111.12%
7
Buy
Mar 21, 2024
Big 5 Sporting Goods
▼ 51.09%
11
Close
Mar 08, 2024
Shopify
▲ 90.32%
3
Close
Jan 08, 2024
Lowe's
4.32%
▲ 8.85%
8
Buy
Dec 17, 2023
AbbVie
7.72%
▲ 71.91%
5
Buy
Nov 15, 2023
Meta Platforms
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
3.56%
▲ 110.15%
9
Buy
Jul 01, 2023