MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #6,641 out of 766,394 TipRanks' Investors
Success Rate
93%
107 out of 115
profitable transactions
Average Return
18.12%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.19% NVDA
12.53% T
12.09% HSY
11.94% O
7.72% ARCC
40.53% Others
By Assets
79.84% Stocks
19.66% ETFs
0.48% Funds
0.02% Cash
0.00% Cryptocurrency
By Sector
20.15% General
18.34% Real Estate
15.19% Technology
15.16% Consumer Defensive
14.33% Communication Services
16.83% 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
$21.53
$0.06
(0.28%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.95B
10.10%
HSY
The Hershey Company
$181.50
$2.99
(1.67%)
premium
0 Buy
15 Hold
4 Sell
Hold
premium
$36.12B
-6.77%
O
Realty Income
$57.02
$0.63
(1.09%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$50.46B
15.16%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.97
$0.11
(0.18%)
premium
1K Buy
602 Hold
52 Sell
Moderate Buy
premium
$37.07B
11.67%
T
AT&T
$22.15
$0.16
(0.72%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$160.08B
42.65%
APD
Air Products and Chemicals
$311.12
$2.79
(0.89%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$69.79B
18.25%
LTC
LTC Properties
$39.33
$0.11
(0.28%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.79B
24.81%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.24
$0.103
(1.1%)
premium
premium
$122.14M
26.73%
TRIN
Trinity Capital
$14.06
$0.21
(1.47%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$840.59M
-1.24%
NVDA
Nvidia
$148.29
$3.03
(2.09%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.56T
200.53%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$21.55
$0.278
(1.27%)
premium
182 Buy
175 Hold
12 Sell
Moderate Buy
premium
$4.92M
7.77%
HIW
Highwoods Properties
$32.27
$0.92
(2.77%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$3.52B
84.49%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$59.70
$0.56
(0.93%)
premium
515 Buy
490 Hold
71 Sell
Hold
premium
$26.16B
24.53%
BMY
Bristol-Myers Squibb
$59.02
$0.8
(1.34%)
premium
5 Buy
8 Hold
2 Sell
Hold
premium
$121.33B
18.20%
ABR
Arbor Realty
$15.50
$0.14
(0.9%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.95B
19.75%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$26.67
$0.37
(1.41%)
premium
premium
$323.99M
-2.25%
CMCSA
Comcast
$44.04
$0.16
(0.36%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$169.13B
5.46%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$52.55
$0.33
(0.62%)
premium
376 Buy
104 Hold
26 Sell
Moderate Buy
premium
$420.91M
-1.27%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.73
$0.14
(0.61%)
premium
premium
$1.42B
21.33%
NTST
NETSTREIT
$15.79
$0.31
(1.93%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.32B
6.62%
BTI
British American Tobacco
$35.24
$0.09
(0.26%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$77.74B
15.25%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.79
$0.03
(0.11%)
premium
3K Buy
1K Hold
127 Sell
Moderate Buy
premium
$35.72B
43.92%
FSK
FS KKR Capital
$21.01
$0.07
(0.33%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.90B
6.36%