MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #6,240 out of 753,381 TipRanks' Investors
Success Rate
94%
85 out of 90
profitable transactions
Average Return
14.54%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.06% NVDA
14.86% HSY
14.28% O
12.68% T
8.03% APD
35.09% Others
By Assets
81.35% Stocks
11.15% ETFs
7.01% Cash
0.49% Funds
0.00% Cryptocurrency
By Sector
20.44% Real Estate
15.06% Technology
14.86% Consumer Defensive
14.53% Communication Services
12.51% General
22.59% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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ARCC
Ares Capital
$20.92
$0.01
(0.05%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.19B
8.90%
HSY
The Hershey Company
$196.33
$0.77
(0.39%)
premium
1 Buy
15 Hold
1 Sell
Hold
premium
$39.72B
-8.21%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.11
$0.24
(0.41%)
premium
1K Buy
556 Hold
51 Sell
Moderate Buy
premium
$34.56B
6.64%
T
AT&T
$19.73
$0.22
(1.13%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$141.47B
39.43%
ADP
Automatic Data Processing
$269.60
$0.22
(0.08%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$109.94B
7.93%
APD
Air Products and Chemicals
$275.86
$1.43
(0.52%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$61.33B
-3.76%
LTC
LTC Properties
$36.15
$0.77
(2.18%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$1.57B
13.32%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$8.89
$0.079
(0.9%)
premium
premium
$116.26M
16.82%
TRIN
Trinity Capital
$14.10
$0.02
(0.14%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$752.53M
-1.19%
ADC
Agree Realty
$72.90
$0.46
(0.64%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.34B
17.73%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$22.27
$0.416
(1.9%)
premium
190 Buy
158 Hold
12 Sell
Moderate Buy
premium
$3.81M
9.95%
HIW
Highwoods Properties
$31.97
$0.71
(2.27%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$3.39B
39.42%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$57.56
$1.21
(2.15%)
premium
489 Buy
539 Hold
76 Sell
Hold
premium
$24.48B
15.70%
BMY
Bristol-Myers Squibb
$48.11
$0.49
(1.03%)
premium
2 Buy
9 Hold
3 Sell
Hold
premium
$97.54B
-21.49%
ABR
Arbor Realty
$13.33
$0.17
(1.29%)
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$2.51B
-13.66%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$26.26
$0.204
(0.77%)
premium
premium
$264.26M
2.38%
CMCSA
Comcast
$39.82
$0.41
(1.04%)
premium
11 Buy
7 Hold
1 Sell
Moderate Buy
premium
$154.20B
-11.98%