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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #58,179 out of 857,392 TipRanks' Investors
Success Rate
150 out of 197
profitable transactions
profitable transactions
Average Return
16.52%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.26%
6-Month Return▼ 2.74%
12-Month Return▲ 3.65%
YTD Return▲ 0.52%
Total Return▲ 39.81%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 3.70%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.38%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.10%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.66%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.59%
Jan 2026
▼ 1.16%
▼ 0.86%
▼ 0.12%
Feb 2026
▲ 3.02%
▼ 4.20%
▼ 2.85%
Mar 2026
▲ 2.76%▲ 2.05%▲ 3.70%
▲ 12.88%▲ 3.56%▼ 0.38%
▲ 10.96%▲ 2.38%▼ 3.10%
▼ 3.68%▲ 0.19%▲ 0.84%
▼ 0.10%▲ 0.08%▼ 1.66%
▲ 4.06%▲ 1.47%▲ 3.59%
▼ 1.16%▼ 0.86%▼ 0.12%
▲ 3.02%▼ 4.20%▼ 2.85%
Recent Activity
Healthpeak Properties
1.3%
▲ 1.40%
5
Buy
Dec 12, 2025
Blue Owl Capital
1.9%
▼ 40.37%
8
Buy
Dec 12, 2025
American Homes
0.41%
▼ 10.69%
3
Buy
Dec 12, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.27%
▲ 13.13%
7
Buy
Dec 02, 2025
REX FANG & Innovation Equity Premium Income ETF
7.13%
▲ 11.35%
11
Buy
Dec 02, 2025
NEOS Nasdaq 100 High Income ETF
0.77%
▼ 1.89%
3
Buy
Dec 02, 2025
Target
4.88%
▲ 30.24%
3
Buy
Dec 02, 2025
Apple Hospitality REIT
1.06%
▲ 8.29%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Realty Income
12.9%
▲ 19.49%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.13%
▼ 24.73%
10
Buy
Nov 18, 2025
Global Payments
2.53%
▼ 0.72%
1
Open
Nov 18, 2025
Edison International
2.09%
▲ 25.52%
3
Buy
Nov 06, 2025
AT&T
9.5%
▲ 82.22%
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