Working with TipRanks
Follow Us
Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #18,226 out of 764,630 TipRanks' Investors
Success Rate
93 out of 113
profitable transactions
profitable transactions
Average Return
15.67%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.20%
6-Month Return▲ 21.58%
12-Month Return-
YTD Return▲ 25.25%
Total Return▲ 28.09%
Best Trade
Bio
Performance
25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 4.12%
Mar 2024
▼ 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
▼ 4.21%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.72%
Oct 2024
▲ 5.05%▲ 3.27%▲ 4.12%
▼ 12.40%▼ 4.03%▼ 1.14%
▲ 11.46%▲ 5.06%▲ 5.23%
▼ 2.25%▲ 3.53%▲ 1.78%
▲ 25.72%▲ 1.21%▲ 5.22%
▼ 4.21%▲ 2.34%▲ 3.58%
▲ 7.82%▲ 2.10%▲ 4.82%
▲ 6.02%▼ 0.89%▲ 0.72%
Recent Activity
Pacer US Cash Cows 100 ETF
2.43%
▲ 4.49%
3
Sell
Oct 31, 2024
REX FANG & Innovation Equity Premium Income ETF
5.93%
▲ 0.63%
5
Buy
Oct 28, 2024
British American Tobacco
3.15%
▲ 1.07%
3
Buy
Oct 21, 2024
Air Products and Chemicals
3.26%
▲ 27.61%
7
Sell
Oct 17, 2024
Trinity Capital
4%
▲ 0.55%
10
Buy
Oct 17, 2024
Schwab U.S. Large-Cap Growth ETF
1.38%
▼ 1.06%
1
Open
Oct 17, 2024
Realty Income
12.7%
▲ 10.25%
11
Buy
Oct 16, 2024
NETSTREIT
0.56%
▼ 3.59%
2
Buy
Oct 08, 2024
Virtus InfraCap U.S. Preferred Stock ETF
0.71%
▼ 0.79%
2
Buy
Oct 02, 2024
Ares Capital
7.76%
▲ 8.75%
7
Buy
Sep 24, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.13%
▲ 3.79%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.81%
▲ 14.53%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 24.23%
2
Close
Aug 20, 2024
iREIT - MarketVector Quality REIT Index ETF
3.16%
▲ 10.57%
4
Buy
Jun 25, 2024
Comcast
1.84%
▲ 15.23%
1
Open
Jun 25, 2024
AT&T
12.89%
▲ 33.76%
16
Buy
Jun 13, 2024
CrowdStrike Holdings
―
▲ 16.15%
2
Close
Jun 13, 2024
Schwab US Dividend Equity ETF
―
▲ 2.95%
3
Close
Jun 08, 2024