MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #37,698 out of 861,012 TipRanks' Investors
Success Rate
164 out of 197
profitable transactions
profitable transactions
Average Return
20.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.11%
6-Month Return▲ 6.35%
12-Month Return▲ 11.63%
YTD Return▲ 5.83%
Total Return▲ 47.23%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 3.09%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.64%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.59%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 0.30%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 2.78%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 4.97%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 0.41%
May 2026
▲ 10.96%▲ 2.38%▼ 3.09%
▼ 3.68%▲ 0.19%▲ 0.84%
▼ 0.10%▲ 0.08%▼ 1.64%
▲ 4.06%▲ 1.47%▲ 3.59%
▼ 1.33%▼ 0.86%▼ 0.30%
▲ 0.52%▼ 4.94%▼ 2.78%
▲ 16.06%▲ 10.51%▲ 4.97%
▲ 1.37%▲ 0.28%▲ 0.41%
Recent Activity
Healthpeak Properties
1.18%
▼ 2.45%
5
Buy
Dec 12, 2025
Blue Owl Capital
1.99%
▼ 34.54%
8
Buy
Dec 12, 2025
American Homes
0.45%
▲ 3.61%
3
Buy
Dec 12, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.27%
▲ 17.85%
7
Buy
Dec 02, 2025
REX FANG & Innovation Equity Premium Income ETF
7.06%
▲ 20.44%
11
Buy
Dec 02, 2025
NEOS Nasdaq 100 High Income ETF
0.79%
▲ 7.05%
3
Buy
Dec 02, 2025
Target
5.22%
▲ 46.06%
3
Buy
Dec 02, 2025
Apple Hospitality REIT
1.14%
▲ 23.53%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Realty Income
12.92%
▲ 26.40%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.13%
▼ 21.26%
10
Buy
Nov 18, 2025
Global Payments
2.46%
▲ 1.10%
1
Open
Nov 18, 2025
Edison International
1.97%
▲ 25.61%
3
Buy
Nov 06, 2025
AT&T
8.24%
▲ 67.23%
17
Buy
Nov 04, 2025
The Hershey Company
―
▲ 6.59%
8
Close
Oct 21, 2025
Schwab US Dividend Equity ETF
―
▲ 1.85%
6
Close
Oct 21, 2025
iREIT - MarketVector Quality REIT Index ETF
―
▲ 5.25%
7
Close
Oct 21, 2025
Highwoods Properties
―
▲ 27.05%
3
Close
Oct 21, 2025
NETSTREIT
―
▲ 26.24%
5
Close
Oct 21, 2025