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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #21,166 out of 777,142 TipRanks' Investors
Success Rate
105 out of 127
profitable transactions
profitable transactions
Average Return
13.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.09%
6-Month Return▲ 14.19%
12-Month Return▲ 24.92%
YTD Return▲ 24.92%
Total Return▲ 27.75%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 5.91%
▲ 5.06%
▲ 5.23%
May 2024
▲ 9.79%
▲ 3.53%
▲ 1.50%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.22%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 9.98%
▼ 0.89%
▲ 0.79%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 7.48%
▼ 0.92%
▼ 4.09%
Dec 2024
▲ 5.91%▲ 5.06%▲ 5.23%
▲ 9.79%▲ 3.53%▲ 1.50%
▲ 8.13%▲ 1.21%▲ 5.22%
▼ 13.14%▲ 2.34%▲ 3.58%
▲ 2.93%▲ 2.10%▲ 4.82%
▲ 9.98%▼ 0.89%▲ 0.79%
▲ 26.03%▲ 5.96%▲ 3.41%
▲ 7.48%▼ 0.92%▼ 4.09%
Recent Activity
Realty Income
11.72%
▼ 1.48%
14
Buy
Dec 28, 2024
Virtus InfraCap U.S. Preferred Stock ETF
2.31%
▼ 2.03%
5
Buy
Dec 28, 2024
Ares Capital
8.65%
▲ 14.21%
8
Buy
Dec 07, 2024
FS KKR Capital
1.71%
▲ 2.70%
3
Buy
Dec 07, 2024
REX FANG & Innovation Equity Premium Income ETF
5.95%
▲ 4.20%
6
Buy
Dec 02, 2024
The Hershey Company
14.19%
▼ 5.75%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 19.14%
8
Sell
Nov 21, 2024
Trinity Capital
5.04%
▲ 10.84%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 2.57%
5
Sell
Nov 21, 2024
NETSTREIT
0.73%
▼ 11.47%
3
Buy
Nov 21, 2024
Comcast
0.79%
▼ 1.10%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.78%
▲ 7.37%
2
Buy
Nov 04, 2024
British American Tobacco
3.22%
▲ 6.03%
3
Buy
Oct 21, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.19%
▲ 9.90%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.74%
▲ 8.84%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 2.67%
2
Close
Aug 20, 2024
iREIT - MarketVector Quality REIT Index ETF
2.94%
▲ 4.31%
4
Buy
Jun 25, 2024
AT&T
13.13%
▲ 36.72%
16
Buy
Jun 13, 2024