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Mplla Portfolio - New Portfolio

Mplla Portfolio
Individual Investor
Ranked #28,172 out of 831,094 TipRanks' Investors
Success Rate
81%
168 out of 208
profitable transactions
Average Return
29.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.68%
6-Month Return▲ 16.17%
12-Month Return▲ 16.29%
YTD Return▲ 18.51%
Total Return▲ 41.67%

Best Trade

Opened at
Closed at-
Gain▲ 264.15%

Bio

A mix of growth and dividend stocks/ETF

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 3.94%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.28%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.32%
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
▼ 3.44%
▲ 0.19%
▲ 1.68%
Nov 2025
▲ 0.26%
▲ 0.07%
▲ 0.49%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.94%
▲ 9.25%▲ 5.14%▲ 2.28%
▲ 7.60%▲ 2.30%▲ 2.32%
▲ 2.76%▲ 2.05%▲ 4.80%
▲ 12.88%▲ 3.56%▲ 3.53%
▲ 10.96%▲ 2.38%▲ 0.04%
▼ 3.44%▲ 0.19%▲ 1.68%
▲ 0.26%▲ 0.07%▲ 0.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
14.3%
▲ 16.12%
33
Buy
Sep 21, 2025
Realty Income
8.07%
▲ 9.75%
29
Buy
Sep 21, 2025
Vanguard S&P 500 ETF
11.69%
▲ 60.18%
12
Buy
Sep 21, 2025
Johnson & Johnson
6.46%
▲ 38.63%
17
Buy
Sep 21, 2025
Alphabet Class C
4.31%
▲ 158.99%
4
Buy
Sep 21, 2025
PepsiCo
3.73%
▼ 3.61%
4
Buy
Sep 21, 2025
Schwab U.S. Large-Cap Growth ETF
9.01%
▲ 22.87%
18
Buy
Sep 21, 2025
Nvidia
0.64%
▼ 2.19%
1
Open
Sep 21, 2025
Lyft
0.1%
▼ 1.33%
1
Open
Sep 21, 2025
Imperial Petroleum
0.04%
▼ 4.84%
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
1.34%
▲ 11.87%
3
Buy
Apr 11, 2024
Tesla
4.09%
▲ 109.89%
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%
▲ 4.71%
8
Buy
Dec 17, 2023
AbbVie
8.27%
▲ 80.02%
5
Buy
Nov 15, 2023
Meta Platforms
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
3.34%
▲ 91.76%
9
Buy
Jul 01, 2023