MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #18,226 out of 764,630 TipRanks' Investors
Success Rate
82%
93 out of 113
profitable transactions
Average Return
15.67%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.31% NVDA
12.90% T
12.71% O
12.31% HSY
7.77% ARCC
40.00% Others
By Assets
79.96% Stocks
19.46% ETFs
0.49% Funds
0.09% Cash
0.00% Cryptocurrency
By Sector
19.97% General
19.06% Real Estate
15.46% Consumer Defensive
14.74% Communication Services
14.31% Technology
16.47% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ARCC
Ares Capital
$21.00
$0.14
(0.66%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.57B
7.20%
HSY
The Hershey Company
$179.26
$1.68
(0.95%)
premium
0 Buy
13 Hold
4 Sell
Hold
premium
$36.26B
-5.43%
O
Realty Income
$58.88
$0.226
(0.38%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$51.28B
17.69%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.47
$0.155
(0.27%)
premium
1K Buy
598 Hold
53 Sell
Moderate Buy
premium
$36.29B
9.60%
T
AT&T
$22.12
$0.42
(1.86%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$158.72B
40.62%
APD
Air Products and Chemicals
$309.21
$1.32
(0.43%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$68.74B
6.76%
LTC
LTC Properties
$37.30
$0.9
(2.36%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$1.69B
15.66%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.18
$0.01
(0.11%)
premium
premium
$120.05M
22.89%
TRIN
Trinity Capital
$13.35
$0.43
(3.12%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$786.39M
-8.44%
NVDA
Nvidia
$135.40
$2.64
(1.99%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.32T
211.22%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$21.37
$0.292
(1.35%)
premium
180 Buy
175 Hold
15 Sell
Moderate Buy
premium
$4.86M
6.95%
HIW
Highwoods Properties
$32.64
$0.9
(2.68%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$3.46B
68.51%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$57.21
$0.29
(0.51%)
premium
516 Buy
504 Hold
76 Sell
Hold
premium
$24.92B
16.61%
BMY
Bristol-Myers Squibb
$54.32
$1.45
(2.6%)
premium
3 Buy
11 Hold
2 Sell
Hold
premium
$110.17B
6.24%
ABR
Arbor Realty
$14.84
$0.1
(0.68%)
premium
2 Buy
0 Hold
2 Sell
Hold
premium
$2.80B
11.41%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$26.92
$0.17
(0.64%)
premium
premium
$318.06M
1.01%
CMCSA
Comcast
$43.56
$0.11
(0.25%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$168.69B
2.75%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$50.75
$0.48
(0.95%)
premium
368 Buy
104 Hold
27 Sell
Moderate Buy
premium
$400.37M
-0.69%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.55
$0.06
(0.27%)
premium
premium
$1.38B
18.81%
NTST
NETSTREIT
$15.28
$0.22
(1.42%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.19B
7.86%
BTI
British American Tobacco
$35.07
$0.09
(0.26%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$77.17B
13.90%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$26.15
$0.22
(0.85%)
premium
2K Buy
1K Hold
122 Sell
Moderate Buy
premium
$33.23B
41.27%