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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #6,991 out of 815,805 TipRanks' Investors
Success Rate
130 out of 140
profitable transactions
profitable transactions
Average Return
25.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.88%
6-Month Return▲ 5.94%
12-Month Return▲ 19.18%
YTD Return▲ 12.81%
Total Return▲ 44.49%
Best Trade
Bio
Performance
27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 0.75%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.21%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 3.13%
Aug 2025
▲ 6.03%▲ 2.69%▲ 2.81%
▼ 12.86%▼ 1.27%▲ 3.57%
▼ 1.80%▼ 5.57%▼ 0.80%
▲ 1.84%▼ 0.87%▼ 2.20%
▲ 12.20%▲ 6.28%▲ 0.75%
▲ 6.24%▲ 5.14%▲ 3.21%
▲ 27.88%▲ 2.30%▲ 1.83%
▲ 6.52%▲ 2.30%▲ 3.13%
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
7.51%
▲ 19.11%
9
Buy
Jun 13, 2025
Arbor Realty
1.41%
▲ 4.71%
7
Buy
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.07%
▲ 12.61%
8
Buy
Jun 13, 2025
British American Tobacco
4.43%
▲ 57.56%
4
Buy
Jun 13, 2025
FS KKR Capital
1.14%
▼ 8.20%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
2.07%
▲ 16.82%
1
Open
Jun 13, 2025
Healthpeak Properties
0.35%
▲ 4.56%
1
Open
Jun 13, 2025
Realty Income
13.81%
▲ 13.04%
15
Buy
Jan 09, 2025
LTC Properties
4.31%
▲ 24.76%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.29%
▲ 3.76%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.72%
▲ 4.42%
5
Buy
Dec 28, 2024
The Hershey Company
11.36%
▲ 3.07%
6
Buy
Nov 21, 2024
Trinity Capital
4.12%
▲ 34.04%
11
Buy
Nov 21, 2024
NETSTREIT
0.72%
▲ 18.69%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.46%
▲ 17.98%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.64%
▲ 11.62%
5
Buy
Sep 19, 2024