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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #46,209 out of 827,325 TipRanks' Investors
Success Rate
143 out of 180
profitable transactions
profitable transactions
Average Return
16.17%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.47%
6-Month Return▲ 5.05%
12-Month Return▲ 6.52%
YTD Return▲ 8.13%
Total Return▲ 38.50%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.75%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.21%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.70%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.20%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 1.16%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.20%
▲ 11.63%▲ 6.28%▲ 0.75%
▲ 9.25%▲ 5.14%▲ 3.21%
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▲ 3.70%
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 10.96%▲ 2.38%▼ 3.20%
▼ 4.30%▼ 1.63%▼ 1.16%
Recent Activity
Blue Owl Capital
2.33%
▼ 5.50%
5
Buy
Nov 07, 2025
Edison International
1.91%
▼ 0.16%
3
Buy
Nov 06, 2025
Alexandria Equities
0.02%
▼ 26.00%
3
Sell
Nov 05, 2025
AT&T
9.3%
▲ 55.50%
17
Buy
Nov 04, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.33%
▲ 20.05%
6
Buy
Nov 04, 2025
REX FANG & Innovation Equity Premium Income ETF
8.87%
▲ 16.30%
10
Buy
Nov 04, 2025
Healthpeak Properties
1.16%
▲ 1.95%
3
Buy
Nov 04, 2025
NEOS Nasdaq 100 High Income ETF
0.92%
▼ 0.61%
2
Buy
Oct 27, 2025
Bristol-Myers Squibb
0%
▲ 15.01%
5
Sell
Oct 22, 2025
The Hershey Company
―
▲ 6.59%
8
Close
Oct 21, 2025
Schwab US Dividend Equity ETF
―
▲ 1.85%
6
Close
Oct 21, 2025
iREIT - MarketVector Quality REIT Index ETF
―
▲ 5.25%
7
Close
Oct 21, 2025
Highwoods Properties
―
▲ 27.05%
3
Close
Oct 21, 2025
NETSTREIT
―
▲ 26.24%
5
Close
Oct 21, 2025
Schwab U.S. Large-Cap Growth ETF
―
▲ 23.72%
4
Close
Oct 21, 2025
Oneok
1.6%
▲ 0.36%
2
Buy
Oct 21, 2025
Realty Income
13.61%
▲ 10.30%
17
Buy
Oct 16, 2025
LTC Properties
2.41%
▲ 21.40%
8
Sell
Oct 16, 2025
Trinity Capital
3.64%
▲ 21.14%
13
Buy
Oct 16, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2.53%
▲ 3.67%
7
Buy
Oct 16, 2025