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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #56,632 out of 833,195 TipRanks' Investors
Success Rate
154 out of 197
profitable transactions
profitable transactions
Average Return
14.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.92%
6-Month Return▲ 2.68%
12-Month Return▲ 8.90%
YTD Return▲ 8.38%
Total Return▲ 38.83%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▼ 3.57%
▲ 0.19%
▲ 1.11%
Nov 2025
▼ 1.96%
▼ 0.12%
▼ 2.11%
Dec 2025
▲ 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%
▼ 3.57%▲ 0.19%▲ 1.11%
▼ 1.96%▼ 0.12%▼ 2.11%
Recent Activity
Healthpeak Properties
1.2%
▼ 7.25%
5
Buy
Dec 12, 2025
Blue Owl Capital
3.21%
▼ 1.01%
8
Buy
Dec 12, 2025
American Homes
0.46%
▼ 0.25%
3
Buy
Dec 12, 2025
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.29%
▲ 15.95%
7
Buy
Dec 02, 2025
REX FANG & Innovation Equity Premium Income ETF
7.88%
▲ 15.72%
11
Buy
Dec 02, 2025
NEOS Nasdaq 100 High Income ETF
0.82%
▲ 0.90%
3
Buy
Dec 02, 2025
Target
4.15%
▲ 9.95%
3
Buy
Dec 02, 2025
Apple Hospitality REIT
1.08%
▲ 8.65%
3
Sell
Nov 25, 2025
Alexandria Equities
―
▼ 29.94%
4
Close
Nov 25, 2025
Realty Income
11.92%
▲ 9.16%
18
Buy
Nov 18, 2025
Bristol-Myers Squibb
―
▲ 15.92%
6
Close
Nov 18, 2025
Arbor Realty
1.18%
▼ 23.66%
10
Buy
Nov 18, 2025
Global Payments
2.87%
▲ 12.59%
1
Open
Nov 18, 2025
Edison International
1.77%
▲ 5.19%
3
Buy
Nov 06, 2025
AT&T
7.96%
▲ 51.24%
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