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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #31,163 out of 848,813 TipRanks' Investors
Success Rate
168 out of 197
profitable transactions
profitable transactions
Average Return
16.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.36%
6-Month Return▲ 1.93%
12-Month Return▲ 10.63%
YTD Return▲ 2.93%
Total Return▲ 42.65%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.21%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.70%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.10%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.04%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 2.93%
Jan 2026
▲ 9.25%▲ 5.14%▲ 3.21%
▲ 7.60%▲ 2.30%▲ 1.83%
▲ 2.76%▲ 2.05%▲ 3.70%
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 10.96%▲ 2.38%▼ 3.10%
▼ 3.58%▲ 0.19%▲ 0.86%
▼ 0.10%▲ 0.08%▼ 2.04%
▲ 3.61%▲ 1.24%▲ 2.93%
Recent Activity
Healthpeak Properties
1.27%
▲ 0.12%
5
Buy
Dec 12, 2025
Blue Owl Capital
3.19%
▲ 0.34%
8
Buy
Dec 12, 2025
American Homes
0.46%
▲ 0.91%
3
Buy
Dec 12, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.29%
▲ 18.74%
7
Buy
Dec 02, 2025
REX FANG & Innovation Equity Premium Income ETF
7.54%
▲ 15.45%
11
Buy
Dec 02, 2025
NEOS Nasdaq 100 High Income ETF
0.8%
▲ 1.53%
3
Buy
Dec 02, 2025
Target
4.56%
▲ 23.20%
3
Buy
Dec 02, 2025
Apple Hospitality REIT
1.07%
▲ 10.17%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Realty Income
12.5%
▲ 16.87%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.18%
▼ 22.60%
10
Buy
Nov 18, 2025
Global Payments
2.7%
▲ 7.90%
1
Open
Nov 18, 2025
Edison International
1.78%
▲ 9.44%
3
Buy
Nov 06, 2025
AT&T
7.63%
▲ 49.59%
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