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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #10,721 out of 808,802 TipRanks' Investors
Success Rate
125 out of 140
profitable transactions
profitable transactions
Average Return
22.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.65%
6-Month Return▲ 8.34%
12-Month Return▲ 21.57%
YTD Return▲ 9.67%
Total Return▲ 40.47%
Best Trade
Bio
Performance
14.83%0-14.83%
▲ 5.10%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.81%
Jan 2025
▼ 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%
▲ 3.21%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 2.09%
Jul 2025
▲ 5.10%▼ 2.41%▼ 3.46%
▲ 6.03%▲ 2.69%▲ 2.81%
▼ 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%▲ 3.21%
▲ 14.83%▲ 1.65%▲ 2.09%
Recent Activity
Ares Capital
8.08%
▲ 24.47%
9
Buy
Jun 13, 2025
Arbor Realty
1.4%
▼ 1.98%
7
Buy
Jun 13, 2025
Comcast
0%
▼ 5.74%
3
Sell
Jun 13, 2025
REX FANG & Innovation Equity Premium Income ETF
9.43%
▲ 8.91%
8
Buy
Jun 13, 2025
British American Tobacco
4.17%
▲ 43.88%
4
Buy
Jun 13, 2025
FS KKR Capital
1.46%
▲ 14.71%
4
Buy
Jun 13, 2025
Apple Hospitality REIT
1.99%
▲ 8.28%
1
Open
Jun 13, 2025
Healthpeak Properties
0.37%
▲ 6.26%
1
Open
Jun 13, 2025
Realty Income
13.79%
▲ 9.07%
15
Buy
Jan 09, 2025
LTC Properties
4.24%
▲ 17.95%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.33%
▲ 2.11%
5
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
1.75%
▲ 1.28%
5
Buy
Dec 28, 2024
The Hershey Company
11.12%
▼ 2.69%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 23.43%
8
Sell
Nov 21, 2024
Trinity Capital
3.93%
▲ 24.32%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 3.33%
5
Sell
Nov 21, 2024
NETSTREIT
0.71%
▲ 14.85%
3
Buy
Nov 21, 2024
Schwab U.S. Large-Cap Growth ETF
1.45%
▲ 13.66%
2
Buy
Nov 04, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
1.69%
▲ 11.34%
5
Buy
Sep 19, 2024