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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #16,127 out of 788,370 TipRanks' Investors
Success Rate
112 out of 133
profitable transactions
profitable transactions
Average Return
19.47%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.21%
6-Month Return▲ 12.50%
12-Month Return▲ 32.74%
YTD Return▲ 5.24%
Total Return▲ 34.89%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.38%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.38%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.60%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.57%
Feb 2025
▲ 8.13%▲ 1.21%▲ 5.21%
▼ 13.14%▲ 2.34%▲ 3.58%
▲ 2.93%▲ 2.10%▲ 4.82%
▲ 9.99%▼ 0.89%▲ 0.38%
▲ 26.03%▲ 5.96%▲ 3.41%
▲ 5.97%▼ 2.41%▼ 3.38%
▲ 5.25%▲ 2.69%▲ 2.60%
▼ 9.08%▲ 1.42%▲ 2.57%
Recent Activity
Realty Income
15.65%
▲ 7.40%
15
Buy
Jan 09, 2025
LTC Properties
4.7%
▲ 14.08%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.73%
▲ 4.52%
5
Buy
Jan 09, 2025
REX FANG & Innovation Equity Premium Income ETF
5.75%
▲ 2.62%
7
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2%
▲ 0.40%
5
Buy
Dec 28, 2024
Ares Capital
7.94%
▲ 21.19%
8
Buy
Dec 07, 2024
FS KKR Capital
1.62%
▲ 12.21%
3
Buy
Dec 07, 2024
The Hershey Company
12.58%
▼ 2.58%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 28.68%
8
Sell
Nov 21, 2024
Trinity Capital
4.66%
▲ 22.71%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 5.71%
5
Sell
Nov 21, 2024
NETSTREIT
0.65%
▼ 9.18%
3
Buy
Nov 21, 2024
Comcast
0.66%
▼ 3.33%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.53%
▲ 6.87%
2
Buy
Nov 04, 2024
British American Tobacco
2.93%
▲ 11.29%
3
Buy
Oct 21, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.03%
▲ 17.77%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.56%
▼ 4.67%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 2.67%
2
Close
Aug 20, 2024