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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #8,493 out of 812,326 TipRanks' Investors
Success Rate
127 out of 140
profitable transactions
profitable transactions
Average Return
23.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.10%
6-Month Return▲ 6.99%
12-Month Return▲ 19.72%
YTD Return▲ 10.80%
Total Return▲ 41.92%
Best Trade
Bio
Performance
27.86%0-27.86%
▲ 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
▲ 27.86%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 1.29%
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%
▲ 27.86%▲ 2.30%▲ 1.83%
▲ 0.42%▲ 0.11%▲ 1.29%
Recent Activity
Ares Capital
7.62%
▲ 19.86%
9
Buy
Jun 13, 2025
Arbor Realty
1.42%
▲ 1.56%
7
Buy
Jun 13, 2025
Comcast
0%
▼ 13.98%
3
Sell
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.22%
▲ 11.18%
8
Buy
Jun 13, 2025
British American Tobacco
4.51%
▲ 58.91%
4
Buy
Jun 13, 2025
FS KKR Capital
1.18%
▼ 5.19%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
1.87%
▲ 4.47%
1
Open
Jun 13, 2025
Healthpeak Properties
0.34%
▼ 1.29%
1
Open
Jun 13, 2025
Realty Income
13.67%
▲ 11.02%
15
Buy
Jan 09, 2025
LTC Properties
4.21%
▲ 20.16%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.22%
▼ 0.23%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.7%
▲ 1.76%
5
Buy
Dec 28, 2024
The Hershey Company
11.92%
▲ 6.56%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 21.32%
8
Sell
Nov 21, 2024
Trinity Capital
3.98%
▲ 28.56%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 2.00%
5
Sell
Nov 21, 2024
NETSTREIT
0.74%
▲ 21.04%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.44%
▲ 15.38%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.63%
▲ 9.78%
5
Buy
Sep 19, 2024