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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #12,349 out of 822,831 TipRanks' Investors
Success Rate
126 out of 140
profitable transactions
profitable transactions
Average Return
21.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.77%
6-Month Return▲ 9.85%
12-Month Return▲ 8.94%
YTD Return▲ 8.66%
Total Return▲ 39.18%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 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
▲ 5.92%
▼ 1.98%
▼ 3.85%
Oct 2025
▼ 6.38%▼ 5.57%▼ 0.80%
▲ 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%
▲ 5.92%▼ 1.98%▼ 3.85%
Recent Activity
Air Products and Chemicals
―
▲ 19.38%
9
Close
Aug 11, 2025
Pacer US Cash Cows 100 ETF
―
▲ 2.11%
6
Close
Aug 11, 2025
Comcast
―
▼ 14.68%
4
Close
Aug 11, 2025
Ares Capital
6.59%
▲ 3.41%
9
Buy
Jun 13, 2025
Arbor Realty
1.41%
▲ 0.90%
7
Buy
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.45%
▲ 16.07%
8
Buy
Jun 13, 2025
British American Tobacco
4.2%
▲ 46.69%
4
Buy
Jun 13, 2025
FS KKR Capital
0.92%
▼ 24.63%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
1.84%
▲ 1.76%
1
Open
Jun 13, 2025
Healthpeak Properties
0.37%
▲ 6.25%
1
Open
Jun 13, 2025
Realty Income
14.3%
▲ 14.32%
15
Buy
Jan 09, 2025
LTC Properties
4.19%
▲ 17.89%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.27%
▲ 0.55%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.75%
▲ 3.68%
5
Buy
Dec 28, 2024
The Hershey Company
12.52%
▲ 10.03%
6
Buy
Nov 21, 2024
Trinity Capital
3.8%
▲ 23.91%
11
Buy
Nov 21, 2024
NETSTREIT
0.74%
▲ 20.17%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.53%
▲ 20.20%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.73%
▲ 14.16%
5
Buy
Sep 19, 2024