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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #47,800 out of 826,206 TipRanks' Investors
Success Rate
138 out of 173
profitable transactions
profitable transactions
Average Return
17.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.94%
6-Month Return▲ 6.52%
12-Month Return▲ 10.06%
YTD Return▲ 9.39%
Total Return▲ 40.12%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 0.80%
Mar 2025
▲ 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
▲ 10.09%
▲ 2.05%
▼ 3.20%
Oct 2025
▼ 6.38%▼ 5.57%▼ 0.80%
▲ 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%
▲ 10.09%▲ 2.05%▼ 3.20%
Recent Activity
NEOS Nasdaq 100 High Income ETF
0.92%
▲ 2.00%
2
Buy
Oct 27, 2025
Bristol-Myers Squibb
0%
▲ 13.48%
5
Sell
Oct 22, 2025
Edison International
0.91%
▼ 4.65%
1
Open
Oct 22, 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
Blue Owl Capital
1.96%
▼ 4.72%
3
Buy
Oct 21, 2025
Oneok
1.54%
▼ 2.81%
2
Buy
Oct 21, 2025
Realty Income
13.54%
▲ 12.46%
17
Buy
Oct 16, 2025
LTC Properties
2.3%
▲ 18.69%
8
Sell
Oct 16, 2025
Trinity Capital
3.67%
▲ 25.20%
13
Buy
Oct 16, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2.45%
▲ 2.85%
7
Buy
Oct 16, 2025
Alexandria Equities
1.93%
▼ 22.53%
2
Buy
Oct 16, 2025
Federal Realty
1.59%
▼ 1.53%
2
Buy
Oct 16, 2025
Ares Capital
6.21%
▲ 10.41%
10
Buy
Oct 14, 2025
JPMorgan Equity Premium Income ETF
3.73%
▲ 13.77%
4
Buy
Oct 14, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.33%
▲ 26.77%
5
Buy
Oct 14, 2025