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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #12,600 out of 807,773 TipRanks' Investors
Success Rate
123 out of 140
profitable transactions
profitable transactions
Average Return
21.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.57%
6-Month Return▲ 10.70%
12-Month Return▲ 22.28%
YTD Return▲ 8.86%
Total Return▲ 39.43%
Best Trade
Bio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.21%
Jun 2025
▲ 3.68%
▲ 0.93%
▲ 1.34%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.46%
▲ 6.03%▲ 2.69%▲ 2.81%
▼ 12.86%▼ 1.27%▲ 3.57%
▼ 1.80%▼ 5.57%▼ 0.80%
▲ 1.84%▼ 0.87%▼ 2.20%
▲ 12.20%▲ 6.28%▲ 0.75%
▲ 6.24%▲ 5.14%▲ 3.21%
▲ 3.68%▲ 0.93%▲ 1.34%
Recent Activity
Ares Capital
8.04%
▲ 22.27%
9
Buy
Jun 13, 2025
Arbor Realty
1.4%
▼ 2.85%
7
Buy
Jun 13, 2025
Comcast
0%
▼ 4.96%
3
Sell
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.47%
▲ 8.07%
8
Buy
Jun 13, 2025
British American Tobacco
4.21%
▲ 43.43%
4
Buy
Jun 13, 2025
FS KKR Capital
1.43%
▲ 11.14%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
2.06%
▲ 10.40%
1
Open
Jun 13, 2025
Healthpeak Properties
0.38%
▲ 6.78%
1
Open
Jun 13, 2025
Realty Income
14.16%
▲ 10.62%
15
Buy
Jan 09, 2025
LTC Properties
4.35%
▲ 19.51%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.39%
▲ 3.39%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.76%
▲ 0.52%
5
Buy
Dec 28, 2024
The Hershey Company
10.84%
▼ 6.36%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 22.76%
8
Sell
Nov 21, 2024
Trinity Capital
3.83%
▲ 19.67%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 4.48%
5
Sell
Nov 21, 2024
NETSTREIT
0.71%
▲ 13.22%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.45%
▲ 12.21%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.72%
▲ 11.82%
5
Buy
Sep 19, 2024