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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #7,036 out of 818,989 TipRanks' Investors
Success Rate
131 out of 140
profitable transactions
profitable transactions
Average Return
26.42%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.16%
6-Month Return▲ 8.27%
12-Month Return▲ 15.92%
YTD Return▲ 13.54%
Total Return▲ 45.42%
Best Trade
Bio
Performance
27.91%0-27.91%
▼ 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%
▲ 3.20%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.83%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.70%
Aug 2025
▲ 9.23%
▲ 2.67%
▲ 0.09%
Sep 2025
▼ 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%▲ 3.20%
▲ 27.91%▲ 2.30%▲ 1.83%
▲ 4.87%▲ 2.05%▲ 3.70%
▲ 9.23%▲ 2.67%▲ 0.09%
Recent Activity
Air Products and Chemicals
―
▲ 19.38%
9
Close
Aug 11, 2025
Pacer US Cash Cows 100 ETF
―
▲ 2.11%
6
Close
Aug 11, 2025
Comcast
―
▼ 14.68%
4
Close
Aug 11, 2025
Ares Capital
7.21%
▲ 17.19%
9
Buy
Jun 13, 2025
Arbor Realty
1.39%
▲ 3.21%
7
Buy
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.33%
▲ 16.23%
8
Buy
Jun 13, 2025
British American Tobacco
4.32%
▲ 53.95%
4
Buy
Jun 13, 2025
FS KKR Capital
1%
▼ 15.52%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
1.99%
▲ 13.16%
1
Open
Jun 13, 2025
Healthpeak Properties
0.36%
▲ 8.72%
1
Open
Jun 13, 2025
Realty Income
14%
▲ 15.47%
15
Buy
Jan 09, 2025
LTC Properties
4.23%
▲ 22.64%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.27%
▲ 3.85%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.77%
▲ 7.49%
5
Buy
Dec 28, 2024
The Hershey Company
11.89%
▲ 8.28%
6
Buy
Nov 21, 2024
Trinity Capital
4.14%
▲ 35.12%
11
Buy
Nov 21, 2024
NETSTREIT
0.72%
▲ 21.10%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.5%
▲ 21.31%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.63%
▲ 11.21%
5
Buy
Sep 19, 2024