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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #6,490 out of 766,001 TipRanks' Investors
Success Rate
107 out of 115
profitable transactions
profitable transactions
Average Return
17.61%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.01%
6-Month Return▲ 21.31%
12-Month Return-
YTD Return▲ 27.91%
Total Return▲ 30.81%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.78%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.72%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 1.34%
Nov 2024
▼ 12.40%▼ 4.03%▼ 1.14%
▲ 11.46%▲ 5.06%▲ 5.23%
▼ 2.25%▲ 3.53%▲ 1.78%
▲ 25.72%▲ 1.21%▲ 5.21%
▼ 4.22%▲ 2.34%▲ 3.58%
▲ 7.82%▲ 2.10%▲ 4.82%
▲ 6.02%▼ 0.89%▲ 0.72%
▲ 5.59%▲ 5.20%▲ 1.34%
Recent Activity
Schwab U.S. Large-Cap Growth ETF
1.71%
▲ 5.76%
2
Buy
Nov 04, 2024
FS KKR Capital
0.32%
▲ 5.14%
1
Open
Nov 04, 2024
Pacer US Cash Cows 100 ETF
2.47%
▲ 9.11%
3
Sell
Oct 31, 2024
REX FANG & Innovation Equity Premium Income ETF
6.03%
▲ 5.33%
5
Buy
Oct 28, 2024
British American Tobacco
3.09%
▲ 1.99%
3
Buy
Oct 21, 2024
Air Products and Chemicals
3.21%
▲ 29.17%
7
Sell
Oct 17, 2024
Trinity Capital
4.1%
▲ 6.04%
10
Buy
Oct 17, 2024
Realty Income
12.06%
▲ 7.68%
11
Buy
Oct 16, 2024
NETSTREIT
0.58%
▲ 1.84%
2
Buy
Oct 08, 2024
Virtus InfraCap U.S. Preferred Stock ETF
0.71%
▲ 1.32%
2
Buy
Oct 02, 2024
Ares Capital
7.74%
▲ 11.49%
7
Buy
Sep 24, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.03%
▲ 1.75%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.82%
▲ 19.86%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 24.23%
2
Close
Aug 20, 2024
iREIT - MarketVector Quality REIT Index ETF
3.11%
▲ 13.80%
4
Buy
Jun 25, 2024
Comcast
1.8%
▲ 16.15%
1
Open
Jun 25, 2024
AT&T
12.66%
▲ 35.09%
16
Buy
Jun 13, 2024
CrowdStrike Holdings
―
▲ 16.15%
2
Close
Jun 13, 2024