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Mplla Portfolio - New Portfolio

Mplla Portfolio
Individual Investor
Ranked #50,027 out of 822,842 TipRanks' Investors
Success Rate
75%
156 out of 208
profitable transactions
Average Return
23.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.43%
6-Month Return▲ 19.22%
12-Month Return▲ 13.61%
YTD Return▲ 12.86%
Total Return▲ 34.92%

Best Trade

Opened at
Closed at-
Gain▲ 169.73%

Bio

A mix of growth and dividend stocks/ETF

Performance

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.76%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.10%
Apr 2025
▲ 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
▲ 0.54%
▼ 1.98%
▼ 2.65%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 2.76%
▲ 0.80%▼ 0.87%▼ 2.10%
▲ 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%
▲ 0.54%▼ 1.98%▼ 2.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
14.23%
▲ 10.86%
33
Buy
Sep 21, 2025
Realty Income
8.44%
▲ 9.05%
29
Buy
Sep 21, 2025
Vanguard S&P 500 ETF
11.64%
▲ 52.98%
12
Buy
Sep 21, 2025
Johnson & Johnson
6.25%
▲ 27.96%
17
Buy
Sep 21, 2025
Alphabet Class C
3.33%
▲ 91.84%
4
Buy
Sep 21, 2025
PepsiCo
3.94%
▼ 2.30%
4
Buy
Sep 21, 2025
Schwab U.S. Large-Cap Growth ETF
8.99%
▲ 17.52%
18
Buy
Sep 21, 2025
Nvidia
0.68%
▼ 0.25%
1
Open
Sep 21, 2025
Lyft
0.09%
▼ 14.94%
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
1.42%
▲ 13.35%
3
Buy
Apr 11, 2024
Tesla
3.95%
▲ 94.27%
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
3.86%
▲ 2.46%
8
Buy
Dec 17, 2023
AbbVie
8.63%
▲ 78.93%
5
Buy
Nov 15, 2023
Meta Platforms
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
3.23%
▲ 77.23%
9
Buy
Jul 01, 2023