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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #4,894 out of 753,226 TipRanks' Investors
Success Rate
86 out of 90
profitable transactions
profitable transactions
Average Return
13.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.34%
6-Month Return▲ 17.84%
12-Month Return-
YTD Return▲ 17.57%
Total Return▲ 20.23%
Best Trade
Bio
Performance
25.76%0-25.76%
▼ 1.87%
▲ 1.59%
▲ 1.09%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 1.57%
Feb 2024
▲ 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
▲ 25.76%
▲ 1.21%
▲ 5.22%
Jul 2024
▼ 4.82%
▲ 1.78%
▲ 1.85%
Aug 2024
▼ 1.87%▲ 1.59%▲ 1.09%
▲ 14.08%▲ 5.22%▼ 1.57%
▲ 5.05%▲ 3.27%▲ 4.12%
▼ 12.40%▼ 4.03%▼ 1.14%
▲ 11.46%▲ 5.06%▲ 5.23%
▼ 2.25%▲ 3.53%▲ 1.78%
▲ 25.76%▲ 1.21%▲ 5.22%
▼ 4.82%▲ 1.78%▲ 1.85%
Recent Activity
Trinity Capital
1.96%
▲ 4.11%
6
Buy
Aug 21, 2024
Ares Capital
7.36%
▲ 6.96%
6
Buy
Aug 20, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 24.23%
2
Close
Aug 20, 2024
Arbor Realty
0.72%
▲ 2.03%
5
Buy
Aug 06, 2024
Simplify Managed Futures Strategy ETF
0.85%
▲ 0.32%
3
Buy
Aug 06, 2024
Automatic Data Processing
2.92%
▲ 15.09%
2
Buy
Jul 11, 2024
Agree Realty
0.05%
▲ 27.90%
6
Buy
Jul 11, 2024
Pacer US Cash Cows 100 ETF
3.13%
▲ 2.47%
2
Buy
Jul 11, 2024
Realty Income
13.28%
▲ 15.51%
9
Buy
Jun 25, 2024
iREIT - MarketVector Quality REIT Index ETF
3.38%
▲ 12.14%
4
Buy
Jun 25, 2024
Comcast
1.72%
▲ 3.47%
1
Open
Jun 25, 2024
AT&T
11.79%
▲ 17.98%
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
Bristol-Myers Squibb
1.3%
▲ 13.21%
3
Buy
Jun 08, 2024
Air Products and Chemicals
7.47%
▲ 12.59%
6
Sell
Apr 19, 2024
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
0.49%
▲ 10.45%
4
Buy
Apr 09, 2024
Nvidia
14.01%
▲ 52.17%
2
Buy
Apr 09, 2024
Highwoods Properties
1.04%
▲ 25.59%
1
Open
Apr 09, 2024
The Hershey Company
13.82%
▲ 6.27%
4
Buy
Mar 06, 2024