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Mplla Portfolio - New Portfolio
Mplla Portfolio
Individual Investor
Ranked #62,374 out of 802,721 TipRanks' Investors
Success Rate
139 out of 198
profitable transactions
profitable transactions
Average Return
15.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.99%
6-Month Return▲ 0.03%
12-Month Return▲ 15.58%
YTD Return▲ 2.43%
Total Return▲ 22.45%
Best Trade
Bio
A mix of growth and dividend stocks/ETF
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.09%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.12%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.06%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.76%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.91%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.94%
May 2025
▲ 2.22%
▲ 1.65%
▲ 0.13%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.09%
▲ 5.43%▼ 2.41%▼ 2.76%
▲ 5.99%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 0.06%
▼ 1.80%▼ 5.57%▼ 2.76%
▲ 1.76%▼ 0.87%▼ 1.91%
▲ 12.21%▲ 6.28%▲ 3.94%
▲ 2.22%▲ 1.65%▲ 0.13%
Recent Activity
Schwab U.S. Large-Cap Growth ETF
6.11%
▲ 5.94%
17
Buy
Mar 10, 2025
Schwab US Dividend Equity ETF
13.53%
▲ 9.12%
32
Buy
Mar 09, 2025
Realty Income
8.45%
▲ 3.24%
28
Buy
Jan 30, 2025
Johnson & Johnson
5.57%
▲ 4.19%
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
12.62%
▲ 44.01%
11
Buy
Jun 16, 2024
Procter & Gamble
1.91%
▲ 23.35%
3
Buy
Apr 11, 2024
Tesla
3.45%
▲ 38.67%
7
Buy
Mar 21, 2024
Big 5 Sporting Goods
―
▼ 51.09%
11
Close
Mar 08, 2024
PepsiCo
2.99%
▼ 18.66%
3
Buy
Jan 20, 2024
Shopify
―
▲ 90.32%
3
Close
Jan 08, 2024
Lowe's
4.59%
▲ 1.31%
8
Buy
Dec 17, 2023
AbbVie
8.71%
▲ 46.10%
5
Buy
Nov 15, 2023
Meta Platforms
―
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
4.13%
▲ 80.17%
9
Buy
Jul 01, 2023
Amazon
6.49%
▲ 74.86%
3
Buy
Apr 12, 2023
Microsoft
5.39%
▲ 79.68%
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