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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #45,406 out of 797,087 TipRanks' Investors
Success Rate
92 out of 133
profitable transactions
profitable transactions
Average Return
16.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.61%
6-Month Return▲ 2.62%
12-Month Return▲ 26.03%
YTD Return▲ 2.72%
Total Return▲ 31.58%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 1.97%
▼ 2.27%
▼ 2.75%
Apr 2025
▲ 2.92%▲ 2.10%▲ 4.82%
▲ 10.00%▼ 0.89%▲ 0.39%
▲ 25.97%▲ 5.96%▲ 3.41%
▲ 5.39%▼ 2.41%▼ 3.46%
▲ 6.04%▲ 2.69%▲ 2.81%
▼ 12.86%▼ 1.27%▲ 3.57%
▼ 1.80%▼ 5.57%▼ 0.80%
▲ 1.97%▼ 2.27%▼ 2.75%
Recent Activity
Realty Income
16.5%
▲ 8.56%
15
Buy
Jan 09, 2025
LTC Properties
5.11%
▲ 18.56%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.67%
▼ 2.33%
5
Buy
Jan 09, 2025
REX FANG & Innovation Equity Premium Income ETF
5.19%
▼ 6.79%
7
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.99%
▼ 4.40%
5
Buy
Dec 28, 2024
Ares Capital
7.62%
▲ 12.41%
8
Buy
Dec 07, 2024
FS KKR Capital
1.46%
▲ 0.89%
3
Buy
Dec 07, 2024
The Hershey Company
12.57%
▼ 7.98%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 11.59%
8
Sell
Nov 21, 2024
Trinity Capital
4.63%
▲ 19.02%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▼ 5.07%
5
Sell
Nov 21, 2024
NETSTREIT
0.75%
▲ 0.54%
3
Buy
Nov 21, 2024
Comcast
0.65%
▼ 8.75%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.46%
▼ 3.45%
2
Buy
Nov 04, 2024
British American Tobacco
3.44%
▲ 25.86%
3
Buy
Oct 21, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.04%
▲ 12.45%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.56%
▼ 7.06%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 2.67%
2
Close
Aug 20, 2024