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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #7,018 out of 769,002 TipRanks' Investors
Success Rate
107 out of 116
profitable transactions
profitable transactions
Average Return
17.92%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.85%
6-Month Return▲ 20.45%
12-Month Return-
YTD Return▲ 28.46%
Total Return▲ 31.37%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.14%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.78%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.73%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 1.76%
Nov 2024
▼ 12.40%▼ 4.03%▼ 1.14%
▲ 11.46%▲ 5.06%▲ 5.23%
▼ 2.25%▲ 3.53%▲ 1.78%
▲ 25.72%▲ 1.21%▲ 5.22%
▼ 4.22%▲ 2.34%▲ 3.58%
▲ 7.82%▲ 2.10%▲ 4.82%
▲ 5.70%▼ 0.89%▲ 0.73%
▲ 23.63%▲ 3.84%▲ 1.76%
Recent Activity
The Hershey Company
14.25%
▼ 3.22%
5
Buy
Nov 15, 2024
Pacer US Cash Cows 100 ETF
0.02%
▲ 8.10%
4
Sell
Nov 13, 2024
Comcast
0.89%
▲ 13.72%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.68%
▲ 4.43%
2
Buy
Nov 04, 2024
FS KKR Capital
0.33%
▲ 7.24%
1
Open
Nov 04, 2024
REX FANG & Innovation Equity Premium Income ETF
5.85%
▲ 2.72%
5
Buy
Oct 28, 2024
British American Tobacco
3.2%
▲ 6.86%
3
Buy
Oct 21, 2024
Air Products and Chemicals
0%
▲ 35.31%
7
Sell
Oct 17, 2024
Trinity Capital
4.7%
▲ 7.32%
10
Buy
Oct 17, 2024
Realty Income
11.94%
▲ 6.50%
11
Buy
Oct 16, 2024
NETSTREIT
0.82%
▲ 0.83%
2
Buy
Oct 08, 2024
Virtus InfraCap U.S. Preferred Stock ETF
1.14%
▼ 1.20%
2
Buy
Oct 02, 2024
Ares Capital
7.76%
▲ 12.84%
7
Buy
Sep 24, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.12%
▲ 5.87%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.76%
▲ 16.06%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 24.23%
2
Close
Aug 20, 2024
iREIT - MarketVector Quality REIT Index ETF
3.1%
▲ 12.20%
4
Buy
Jun 25, 2024
AT&T
12.91%
▲ 38.05%
16
Buy
Jun 13, 2024