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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #15,845 out of 805,489 TipRanks' Investors
Success Rate
119 out of 140
profitable transactions
profitable transactions
Average Return
19.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.09%
6-Month Return▲ 6.78%
12-Month Return▲ 22.19%
YTD Return▲ 6.73%
Total Return▲ 36.71%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.15%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 0.75%
May 2025
▲ 3.20%
▲ 4.12%
▲ 2.50%
Jun 2025
▲ 25.97%▲ 5.96%▲ 3.41%
▲ 5.10%▼ 2.41%▼ 3.46%
▲ 6.03%▲ 2.69%▲ 2.81%
▼ 12.86%▼ 1.27%▲ 3.57%
▼ 1.80%▼ 5.57%▼ 0.80%
▲ 1.83%▼ 0.87%▼ 2.15%
▲ 12.21%▲ 6.28%▲ 0.75%
▲ 3.20%▲ 4.12%▲ 2.50%
Recent Activity
Ares Capital
7.78%
▲ 16.44%
9
Buy
Jun 13, 2025
Arbor Realty
1.36%
▼ 7.25%
7
Buy
Jun 13, 2025
Comcast
0%
▼ 5.23%
3
Sell
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.42%
▲ 5.77%
8
Buy
Jun 13, 2025
British American Tobacco
4.02%
▲ 32.59%
4
Buy
Jun 13, 2025
FS KKR Capital
1.38%
▲ 5.17%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
1.98%
▲ 3.68%
1
Open
Jun 13, 2025
Healthpeak Properties
0.37%
▲ 1.17%
1
Open
Jun 13, 2025
Realty Income
14.39%
▲ 10.18%
15
Buy
Jan 09, 2025
LTC Properties
4.36%
▲ 17.85%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.4%
▲ 1.95%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.73%
▼ 2.31%
5
Buy
Dec 28, 2024
The Hershey Company
11.16%
▼ 5.09%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 18.23%
8
Sell
Nov 21, 2024
Trinity Capital
3.92%
▲ 16.30%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 1.15%
5
Sell
Nov 21, 2024
NETSTREIT
0.7%
▲ 9.17%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.45%
▲ 10.34%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.67%
▲ 6.73%
5
Buy
Sep 19, 2024