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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #30,496 out of 830,143 TipRanks' Investors
Success Rate
155 out of 186
profitable transactions
profitable transactions
Average Return
16.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.29%
6-Month Return▲ 5.90%
12-Month Return▲ 6.41%
YTD Return▲ 10.22%
Total Return▲ 41.18%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▼ 2.20%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 0.75%
May 2025
▲ 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
▼ 4.25%
▼ 0.35%
▲ 0.65%
Nov 2025
▲ 0.80%▼ 0.87%▼ 2.20%
▲ 11.63%▲ 6.28%▲ 0.75%
▲ 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%
▼ 4.25%▼ 0.35%▲ 0.65%
Recent Activity
Apple Hospitality REIT
1.17%
▲ 6.24%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Blue Owl Capital
3.12%
▼ 5.70%
6
Buy
Nov 25, 2025
Realty Income
13.33%
▲ 10.21%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.48%
▼ 13.50%
10
Buy
Nov 18, 2025
Target
4.13%
▲ 2.22%
2
Sell
Nov 18, 2025
Global Payments
2.94%
▲ 4.08%
1
Open
Nov 18, 2025
Edison International
1.93%
▲ 3.46%
3
Buy
Nov 06, 2025
AT&T
9.39%
▲ 61.70%
17
Buy
Nov 04, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.32%
▲ 19.58%
6
Buy
Nov 04, 2025
REX FANG & Innovation Equity Premium Income ETF
8.29%
▲ 14.47%
10
Buy
Nov 04, 2025
Healthpeak Properties
1.15%
▲ 4.85%
3
Buy
Nov 04, 2025
NEOS Nasdaq 100 High Income ETF
0.89%
▲ 0.40%
2
Buy
Oct 27, 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
Schwab U.S. Large-Cap Growth ETF
―
▲ 23.72%
4
Close
Oct 21, 2025