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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #14,210 out of 781,066 TipRanks' Investors
Success Rate
116 out of 133
profitable transactions
profitable transactions
Average Return
14.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.18%
6-Month Return▲ 11.49%
12-Month Return▲ 26.81%
YTD Return▲ 1.23%
Total Return▲ 29.28%
Best Trade
Bio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.50%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.37%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.72%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 1.23%
Jan 2025
▲ 9.79%▲ 3.53%▲ 1.50%
▲ 8.13%▲ 1.21%▲ 5.21%
▼ 13.14%▲ 2.34%▲ 3.58%
▲ 2.93%▲ 2.10%▲ 4.82%
▲ 10.00%▼ 0.89%▲ 0.37%
▲ 26.04%▲ 5.96%▲ 3.41%
▲ 5.93%▼ 2.41%▼ 3.72%
▲ 9.79%▲ 0.95%▲ 1.23%
Recent Activity
Realty Income
15.64%
▲ 2.76%
15
Buy
Jan 09, 2025
LTC Properties
4.98%
▲ 14.44%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.86%
▲ 4.54%
5
Buy
Jan 09, 2025
REX FANG & Innovation Equity Premium Income ETF
6.2%
▲ 3.72%
7
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2.12%
▲ 0.13%
5
Buy
Dec 28, 2024
Ares Capital
8.26%
▲ 20.66%
8
Buy
Dec 07, 2024
FS KKR Capital
1.59%
▲ 5.35%
3
Buy
Dec 07, 2024
The Hershey Company
11.62%
▼ 14.58%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 31.96%
8
Sell
Nov 21, 2024
Trinity Capital
4.49%
▲ 13.25%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 6.70%
5
Sell
Nov 21, 2024
NETSTREIT
0.69%
▼ 7.53%
3
Buy
Nov 21, 2024
Comcast
0.7%
▼ 2.42%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.61%
▲ 7.94%
2
Buy
Nov 04, 2024
British American Tobacco
2.93%
▲ 6.73%
3
Buy
Oct 21, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.05%
▲ 13.54%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.68%
▲ 9.63%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 2.67%
2
Close
Aug 20, 2024