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Mplla Portfolio - New Portfolio
Mplla Portfolio
Individual Investor
Ranked #63,404 out of 799,891 TipRanks' Investors
Success Rate
138 out of 198
profitable transactions
profitable transactions
Average Return
15.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.91%
6-Month Return▲ 1.12%
12-Month Return▲ 13.61%
YTD Return▲ 2.05%
Total Return▲ 22.00%
Best Trade
Bio
A mix of growth and dividend stocks/ETF
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.52%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.09%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 2.76%
Dec 2024
▲ 6.02%
▲ 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
▲ 11.76%
▲ 7.15%
▲ 3.69%
May 2025
▲ 9.99%▼ 0.89%▼ 1.52%
▲ 25.97%▲ 5.96%▲ 4.09%
▲ 5.41%▼ 2.41%▼ 2.76%
▲ 6.02%▲ 2.69%▲ 3.12%
▼ 12.86%▼ 1.27%▲ 0.06%
▼ 1.80%▼ 5.57%▼ 2.76%
▲ 1.76%▼ 0.87%▼ 1.91%
▲ 11.76%▲ 7.15%▲ 3.69%
Recent Activity
Schwab U.S. Large-Cap Growth ETF
6.05%
▲ 4.62%
17
Buy
Mar 10, 2025
Schwab US Dividend Equity ETF
13.59%
▲ 9.29%
32
Buy
Mar 09, 2025
Realty Income
8.51%
▲ 2.73%
28
Buy
Jan 30, 2025
Johnson & Johnson
5.49%
▲ 1.61%
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
12.56%
▲ 43.01%
11
Buy
Jun 16, 2024
Procter & Gamble
1.92%
▲ 23.92%
3
Buy
Apr 11, 2024
Tesla
4.01%
▲ 60.72%
7
Buy
Mar 21, 2024
Big 5 Sporting Goods
―
▼ 51.09%
11
Close
Mar 08, 2024
PepsiCo
3.04%
▼ 18.46%
3
Buy
Jan 20, 2024
Shopify
―
▲ 90.32%
3
Close
Jan 08, 2024
Lowe's
4.79%
▲ 2.60%
8
Buy
Dec 17, 2023
AbbVie
8.54%
▲ 42.93%
5
Buy
Nov 15, 2023
Meta Platforms
―
▲ 63.31%
4
Close
Sep 27, 2023
Main Street Capital
4.04%
▲ 74.85%
9
Buy
Jul 01, 2023
Amazon
6.28%
▲ 68.79%
3
Buy
Apr 12, 2023
Microsoft
5.27%
▲ 75.28%
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