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Mplla Portfolio - New Portfolio

Mplla Portfolio
Individual Investor
Ranked #22,287 out of 858,971 TipRanks' Investors
Success Rate
84%
175 out of 208
profitable transactions
Average Return
31.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.17%
6-Month Return▲ 7.04%
12-Month Return▲ 27.81%
YTD Return▲ 4.05%
Total Return▲ 46.48%

Best Trade

Opened at
Closed at-
Gain▲ 263.04%

Bio

A mix of growth and dividend stocks/ETF

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.53%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 0.04%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 1.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.12%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.78%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 2.58%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.28%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 2.21%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.53%
▲ 10.96%▲ 2.38%▲ 0.04%
▼ 3.68%▲ 0.19%▲ 1.65%
▼ 0.10%▲ 0.08%▼ 0.12%
▲ 4.06%▲ 1.47%▲ 4.78%
▼ 1.12%▼ 0.86%▲ 2.58%
▲ 0.60%▼ 4.94%▼ 5.28%
▲ 7.53%▲ 5.50%▲ 2.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
15.81%
▲ 30.82%
33
Buy
Sep 21, 2025
Realty Income
8.8%
▲ 21.77%
29
Buy
Sep 21, 2025
Vanguard S&P 500 ETF
11.72%
▲ 61.64%
12
Buy
Sep 21, 2025
Johnson & Johnson
7.48%
▲ 61.52%
17
Buy
Sep 21, 2025
Alphabet Class C
4.29%
▲ 158.20%
4
Buy
Sep 21, 2025
PepsiCo
3.92%
▲ 3.38%
4
Buy
Sep 21, 2025
Schwab U.S. Large-Cap Growth ETF
8.49%
▲ 16.05%
18
Buy
Sep 21, 2025
Nvidia
0.68%
▲ 3.12%
1
Open
Sep 21, 2025
Lyft
0.06%
▼ 39.90%
1
Open
Sep 21, 2025
Imperial Petroleum
0.04%
▼ 3.96%
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
1.31%
▲ 10.26%
3
Buy
Apr 11, 2024
Tesla
3.23%
▲ 65.58%
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
3.94%
▲ 4.89%
8
Buy
Dec 17, 2023
AbbVie
7.41%
▲ 62.73%
5
Buy
Nov 15, 2023
Meta Platforms
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
3.03%
▲ 80.11%
9
Buy
Jul 01, 2023