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MW Roth - New Portfolio
Mo Wire
MW RothIndividual Investor
Ranked #16,875 out of 793,704 TipRanks' Investors
Success Rate
107 out of 133
profitable transactions
profitable transactions
Average Return
19.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.84%
6-Month Return▲ 5.96%
12-Month Return▲ 27.43%
YTD Return▲ 5.41%
Total Return▲ 35.02%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.58%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.82%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.41%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.46%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.65%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 3.57%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 0.84%
Mar 2025
▼ 13.14%▲ 2.34%▲ 3.58%
▲ 2.93%▲ 2.10%▲ 4.82%
▲ 10.00%▼ 0.89%▲ 0.39%
▲ 26.01%▲ 5.96%▲ 3.41%
▲ 5.33%▼ 2.41%▼ 3.46%
▲ 5.89%▲ 2.69%▲ 2.65%
▼ 12.86%▼ 1.27%▲ 3.57%
▲ 3.73%▼ 4.27%▼ 0.84%
Recent Activity
Realty Income
15.82%
▲ 6.67%
15
Buy
Jan 09, 2025
LTC Properties
4.9%
▲ 16.33%
6
Buy
Jan 09, 2025
iREIT - MarketVector Quality REIT Index ETF
2.77%
▲ 3.77%
5
Buy
Jan 09, 2025
REX FANG & Innovation Equity Premium Income ETF
5.22%
▼ 5.32%
7
Buy
Jan 09, 2025
Virtus InfraCap U.S. Preferred Stock ETF
2.01%
▼ 1.44%
5
Buy
Dec 28, 2024
Ares Capital
7.84%
▲ 19.06%
8
Buy
Dec 07, 2024
FS KKR Capital
1.48%
▲ 5.49%
3
Buy
Dec 07, 2024
The Hershey Company
12.76%
▼ 3.85%
6
Buy
Nov 21, 2024
Air Products and Chemicals
0%
▲ 22.55%
8
Sell
Nov 21, 2024
Trinity Capital
4.86%
▲ 24.49%
11
Buy
Nov 21, 2024
Pacer US Cash Cows 100 ETF
0%
▲ 1.47%
5
Sell
Nov 21, 2024
NETSTREIT
0.73%
▲ 0.35%
3
Buy
Nov 21, 2024
Comcast
0.7%
▼ 0.32%
2
Sell
Nov 13, 2024
Schwab U.S. Large-Cap Growth ETF
1.44%
▼ 1.88%
2
Buy
Nov 04, 2024
British American Tobacco
3.27%
▲ 21.11%
3
Buy
Oct 21, 2024
Automatic Data Processing
―
▲ 18.79%
3
Close
Sep 24, 2024
Simplify Managed Futures Strategy ETF
2.05%
▲ 16.22%
5
Buy
Sep 19, 2024
Agree Realty
―
▲ 32.70%
9
Close
Sep 05, 2024
Arbor Realty
0.58%
▼ 0.89%
6
Buy
Sep 03, 2024
KFA Mount Lucas Index Strategy ETF
―
▲ 2.67%
2
Close
Aug 20, 2024