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MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #16,127 out of 788,370 TipRanks' Investors
Success Rate
84%
112 out of 133
profitable transactions
Average Return
19.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.08% O
13.74% T
12.93% HSY
12.57% NVDA
8.16% ARCC
36.52% Others
By Assets
79.61% Stocks
17.28% ETFs
2.69% Cash
0.42% Funds
0.00% Cryptocurrency
By Sector
22.98% Real Estate
18.19% General
15.94% Consumer Defensive
14.61% Financial
14.41% Communication Services
13.87% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
15.76%
HSY
The Hershey Company
$172.86
$6.76
(4.07%)
premium
0 Buy
14 Hold
3 Sell
Hold
premium
$33.62B
-14.18%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.47B
8.08%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.72B
4.17%
T
AT&T
$26.62
$0.47
(1.8%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$187.71B
60.46%
APD
Air Products and Chemicals
$309.89
$4.39
(1.4%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$69.92B
33.86%
LTC
LTC Properties
$34.44
$0.17
(0.49%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.57B
7.26%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.15
$0.019
(0.21%)
premium
premium
$119.66M
12.16%
TRIN
Trinity Capital
$15.83
$0.19
(1.19%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$943.67M
11.64%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$19.97
$0.131
(0.65%)
premium
199 Buy
152 Hold
11 Sell
Moderate Buy
premium
$5.01M
-1.38%
HIW
Highwoods Properties
$29.22
$0.23
(0.78%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$3.17B
23.64%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$57.88
$0.94
(1.6%)
premium
527 Buy
492 Hold
52 Sell
Moderate Buy
premium
$25.72B
8.21%
BMY
Bristol-Myers Squibb
$55.83
$0.04
(0.07%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$113.22B
8.69%
ABR
Arbor Realty
$12.00
$1.84
(13.29%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$2.61B
-6.54%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$29.76
$0.04
(0.13%)
premium
premium
$761.12M
17.49%
CMCSA
Comcast
$36.24
$0.17
(0.47%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$137.67B
-13.12%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$48.48
$1.11
(2.24%)
premium
361 Buy
121 Hold
30 Sell
Moderate Buy
premium
$481.52M
-9.67%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$21.98
$0.11
(0.5%)
premium
premium
$1.48B
5.52%
NTST
NETSTREIT
$14.31
$0.1
(0.7%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.17B
-16.02%
BTI
British American Tobacco
$37.85
$0.7
(1.82%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$84.27B
26.52%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.01
$0.72
(2.51%)
premium
3K Buy
1K Hold
116 Sell
Moderate Buy
premium
$39.87B
26.36%
FSK
FS KKR Capital
$23.71
$0.04
(0.17%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$6.65B
17.55%