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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #47,815 out of 852,569 TipRanks' Investors
Success Rate
156 out of 197
profitable transactions
profitable transactions
Average Return
18.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.24%
6-Month Return▲ 0.94%
12-Month Return▲ 7.53%
YTD Return▲ 2.83%
Total Return▲ 43.11%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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%
▼ 3.10%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.89%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.66%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.60%
Jan 2026
▼ 0.78%
▼ 0.84%
▼ 0.73%
Feb 2026
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▲ 3.70%
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 10.96%▲ 2.38%▼ 3.10%
▼ 3.58%▲ 0.19%▲ 0.89%
▼ 0.10%▲ 0.08%▼ 1.66%
▲ 4.06%▲ 1.47%▲ 3.60%
▼ 0.78%▼ 0.84%▼ 0.73%
Recent Activity
Healthpeak Properties
1.25%
▼ 2.09%
5
Buy
Dec 12, 2025
Blue Owl Capital
2.49%
▼ 22.43%
8
Buy
Dec 12, 2025
American Homes
0.45%
▼ 0.25%
3
Buy
Dec 12, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.29%
▲ 20.91%
7
Buy
Dec 02, 2025
REX FANG & Innovation Equity Premium Income ETF
7.02%
▲ 8.78%
11
Buy
Dec 02, 2025
NEOS Nasdaq 100 High Income ETF
0.79%
▼ 0.21%
3
Buy
Dec 02, 2025
Target
4.78%
▲ 28.03%
3
Buy
Dec 02, 2025
Apple Hospitality REIT
1.06%
▲ 9.86%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Realty Income
13.06%
▲ 22.16%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.15%
▼ 25.29%
10
Buy
Nov 18, 2025
Global Payments
2.49%
▼ 1.41%
1
Open
Nov 18, 2025
Edison International
1.85%
▲ 12.71%
3
Buy
Nov 06, 2025
AT&T
8.87%
▲ 72.47%
17
Buy
Nov 04, 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