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MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #14,437 out of 783,845 TipRanks' Investors
Success Rate
87%
115 out of 133
profitable transactions
Average Return
16.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.96%
6-Month Return▲ 11.15%
12-Month Return▲ 26.56%
YTD Return▲ 2.99%
Total Return▲ 31.53%

Best Trade

Opened at
Closed at-
Gain▲ 57.87%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 1.50%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.38%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.72%
Dec 2024
▲ 4.46%
▲ 2.69%
▲ 2.99%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 1.50%
▲ 8.13%▲ 1.21%▲ 5.21%
▼ 13.14%▲ 2.34%▲ 3.58%
▲ 2.93%▲ 2.10%▲ 4.82%
▲ 9.99%▼ 0.89%▲ 0.38%
▲ 26.04%▲ 5.96%▲ 3.41%
▲ 5.93%▼ 2.41%▼ 3.72%
▲ 4.46%▲ 2.69%▲ 2.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
15.75%
▲ 2.79%
15
Buy
Jan 09, 2025
LTC Properties
4.94%
▲ 13.33%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.88%
▲ 4.69%
5
Buy
Jan 09, 2025
REX FANG & Innovation Equity Premium Income ETF
6.1%
▲ 3.55%
7
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2.12%
▼ 0.72%
5
Buy
Dec 28, 2024
Ares Capital
8.49%
▲ 23.22%
8
Buy
Dec 07, 2024
FS KKR Capital
1.68%
▲ 10.69%
3
Buy
Dec 07, 2024
The Hershey Company
11.43%
▼ 16.61%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 39.21%
8
Sell
Nov 21, 2024
Trinity Capital
4.74%
▲ 18.60%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 6.02%
5
Sell
Nov 21, 2024
NETSTREIT
0.69%
▼ 8.10%
3
Buy
Nov 21, 2024
Comcast
0.64%
▼ 10.21%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.63%
▲ 8.55%
2
Buy
Nov 04, 2024
British American Tobacco
3.22%
▲ 16.55%
3
Buy
Oct 21, 2024
Automatic Data Processing
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.05%
▲ 12.78%
5
Buy
Sep 19, 2024
Agree Realty
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.66%
▲ 6.37%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
▲ 2.67%
2
Close
Aug 20, 2024