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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #37,252 out of 794,584 TipRanks' Investors
Success Rate
91 out of 133
profitable transactions
profitable transactions
Average Return
13.00%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.29%
6-Month Return▼ 0.33%
12-Month Return▲ 21.38%
YTD Return▼ 1.06%
Total Return▲ 26.73%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.57%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.80%
Mar 2025
▼ 4.32%
▼ 4.06%
▼ 6.32%
Apr 2025
▲ 2.93%▲ 2.10%▲ 4.82%
▲ 10.00%▼ 0.89%▲ 0.39%
▲ 26.01%▲ 5.96%▲ 3.41%
▲ 5.33%▼ 2.41%▼ 3.46%
▲ 5.87%▲ 2.69%▲ 2.81%
▼ 12.86%▼ 1.27%▲ 3.57%
▼ 1.80%▼ 5.57%▼ 0.80%
▼ 4.32%▼ 4.06%▼ 6.32%
Recent Activity
Realty Income
16.65%
▲ 5.24%
15
Buy
Jan 09, 2025
LTC Properties
5.21%
▲ 15.53%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.76%
▼ 3.25%
5
Buy
Jan 09, 2025
REX FANG & Innovation Equity Premium Income ETF
4.89%
▼ 17.42%
7
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2.01%
▼ 7.65%
5
Buy
Dec 28, 2024
Ares Capital
7.51%
▲ 6.34%
8
Buy
Dec 07, 2024
FS KKR Capital
1.46%
▼ 2.91%
3
Buy
Dec 07, 2024
The Hershey Company
13.01%
▼ 8.57%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 10.07%
8
Sell
Nov 21, 2024
Trinity Capital
4.64%
▲ 14.54%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▼ 9.54%
5
Sell
Nov 21, 2024
NETSTREIT
0.77%
▼ 1.65%
3
Buy
Nov 21, 2024
Comcast
0.67%
▼ 10.15%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.36%
▼ 13.80%
2
Buy
Nov 04, 2024
British American Tobacco
3.4%
▲ 19.30%
3
Buy
Oct 21, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.17%
▲ 14.64%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.58%
▼ 7.72%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 2.67%
2
Close
Aug 20, 2024