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MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #6,408 out of 770,014 TipRanks' Investors
Success Rate
93%
113 out of 121
profitable transactions
Average Return
18.08%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.37% HSY
14.17% NVDA
13.22% T
12.27% O
8.00% ARCC
37.97% Others
By Assets
77.97% Stocks
18.54% ETFs
3.03% Cash
0.46% Funds
0.00% Cryptocurrency
By Sector
19.60% General
18.96% Real Estate
17.69% Consumer Defensive
14.17% Technology
14.10% Communication Services
15.49% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ARCC
Ares Capital
$22.02
$0.025
(0.11%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
HSY
The Hershey Company
$172.85
$2.69
(1.53%)
premium
0 Buy
14 Hold
4 Sell
Hold
premium
$35.52B
-8.42%
O
Realty Income
$57.80
$0.35
(0.61%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.63
$0.135
(0.22%)
premium
1K Buy
609 Hold
49 Sell
Moderate Buy
premium
$36.93B
10.87%
T
AT&T
$23.07
$0.025
(0.11%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$165.75B
42.50%
APD
Air Products and Chemicals
$334.56
$0.59
(0.18%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$74.27B
21.66%
LTC
LTC Properties
$38.78
$0.35
(0.91%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.74B
18.14%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.07
$0
(0%)
premium
premium
$118.61M
16.97%
TRIN
Trinity Capital
$14.41
$0.165
(1.16%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$839.41M
-4.34%
NVDA
Nvidia
$136.72
$0.7
(0.51%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$22.03
$0.062
(0.28%)
premium
172 Buy
177 Hold
12 Sell
Moderate Buy
premium
$4.88M
7.90%
HIW
Highwoods Properties
$32.47
$0.13
(0.4%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$3.43B
80.47%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$60.82
$0.53
(0.86%)
premium
545 Buy
521 Hold
74 Sell
Moderate Buy
premium
$26.10B
22.17%
BMY
Bristol-Myers Squibb
$58.55
$0.23
(0.39%)
premium
6 Buy
9 Hold
2 Sell
Hold
premium
$119.22B
18.13%
ABR
Arbor Realty
$14.85
$0.09
(0.61%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
21.58%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$27.99
$0.32
(1.16%)
premium
premium
$364.19M
4.85%
CMCSA
Comcast
$42.46
$0.74
(1.71%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$165.31B
1.46%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$51.14
$0.023
(0.04%)
premium
373 Buy
105 Hold
26 Sell
Moderate Buy
premium
$425.57M
-3.22%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.48
$0.075
(0.33%)
premium
premium
$1.40B
18.65%
NTST
NETSTREIT
$16.20
$0.1
(0.61%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.34B
4.62%
BTI
British American Tobacco
$37.67
$0.34
(0.91%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$82.06B
15.47%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.71
$0.19
(0.69%)
premium
3K Buy
1K Hold
135 Sell
Moderate Buy
premium
$35.54B
38.06%
FSK
FS KKR Capital
$21.98
$0.035
(0.16%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.16B
10.55%