MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #54,157 out of 858,885 TipRanks' Investors
Success Rate
153 out of 197
profitable transactions
profitable transactions
Average Return
17.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.86%
6-Month Return▼ 0.48%
12-Month Return▲ 9.34%
YTD Return▲ 1.30%
Total Return▲ 40.93%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▼ 0.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.10%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.59%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 2.70%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.80%
Apr 2026
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 10.96%▲ 2.38%▼ 3.10%
▼ 3.68%▲ 0.19%▲ 0.84%
▼ 0.10%▲ 0.08%▼ 1.64%
▲ 4.06%▲ 1.47%▲ 3.59%
▼ 1.12%▼ 0.86%▼ 0.30%
▲ 0.60%▼ 4.94%▼ 2.70%
▲ 4.89%▲ 4.48%▲ 0.80%
Recent Activity
Healthpeak Properties
1.24%
▼ 1.14%
5
Buy
Dec 12, 2025
Blue Owl Capital
1.7%
▼ 46.01%
8
Buy
Dec 12, 2025
American Homes
0.43%
▼ 3.49%
3
Buy
Dec 12, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.28%
▲ 17.04%
7
Buy
Dec 02, 2025
REX FANG & Innovation Equity Premium Income ETF
6.88%
▲ 11.54%
11
Buy
Dec 02, 2025
NEOS Nasdaq 100 High Income ETF
0.77%
▲ 0.71%
3
Buy
Dec 02, 2025
Target
5.09%
▲ 38.13%
3
Buy
Dec 02, 2025
Apple Hospitality REIT
1.09%
▲ 14.46%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Realty Income
13.3%
▲ 25.74%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.1%
▼ 25.53%
10
Buy
Nov 18, 2025
Global Payments
2.29%
▼ 8.57%
1
Open
Nov 18, 2025
Edison International
2.21%
▲ 36.11%
3
Buy
Nov 06, 2025
AT&T
8.6%
▲ 69.40%
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