tiprankstipranks
Trending News
More News >

Mplla Portfolio - New Portfolio

Mplla Portfolio
Individual Investor
Ranked #31,633 out of 820,848 TipRanks' Investors
Success Rate
80%
166 out of 208
profitable transactions
Average Return
27.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.07%
6-Month Return▲ 15.60%
12-Month Return▲ 16.63%
YTD Return▲ 15.93%
Total Return▲ 38.60%

Best Trade

Opened at
Closed at-
Gain▲ 176.61%

Bio

A mix of growth and dividend stocks/ETF

Performance

22.60%0-22.60%
▼ 14.82%
▼ 1.27%
▲ 0.06%
Feb 2025
▼ 15.60%
▼ 5.57%
▼ 2.76%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 2.10%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 3.94%
May 2025
▲ 2.59%
▲ 5.14%
▲ 2.28%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 2.33%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 4.80%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 3.53%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 14.82%▼ 1.27%▲ 0.06%
▼ 15.60%▼ 5.57%▼ 2.76%
▼ 3.50%▼ 0.87%▼ 2.10%
▲ 7.77%▲ 6.28%▲ 3.94%
▲ 2.59%▲ 5.14%▲ 2.28%
▲ 22.60%▲ 2.30%▲ 2.33%
▼ 1.95%▲ 2.05%▲ 4.80%
▲ 6.01%▲ 3.56%▲ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab US Dividend Equity ETF
14.32%
▲ 14.04%
33
Buy
Sep 21, 2025
Realty Income
8.62%
▲ 13.28%
29
Buy
Sep 21, 2025
Vanguard S&P 500 ETF
11.61%
▲ 56.01%
12
Buy
Sep 21, 2025
Johnson & Johnson
5.95%
▲ 24.40%
17
Buy
Sep 21, 2025
Alphabet Class C
3.34%
▲ 96.73%
4
Buy
Sep 21, 2025
PepsiCo
3.6%
▼ 8.57%
4
Buy
Sep 21, 2025
Schwab U.S. Large-Cap Growth ETF
8.93%
▲ 19.39%
18
Buy
Sep 21, 2025
Nvidia
0.68%
▲ 1.62%
1
Open
Sep 21, 2025
Lyft
0.1%
▼ 2.74%
1
Open
Sep 21, 2025
Imperial Petroleum
0.04%
▲ 5.05%
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
1.43%
▲ 16.34%
3
Buy
Apr 11, 2024
Tesla
4.15%
▲ 108.94%
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
4.09%
▲ 5.15%
8
Buy
Dec 17, 2023
AbbVie
8.48%
▲ 79.74%
5
Buy
Nov 15, 2023
Meta Platforms
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
3.65%
▲ 103.70%
9
Buy
Jul 01, 2023