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MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #20,223 out of 777,622 TipRanks' Investors
Success Rate
83%
107 out of 129
profitable transactions
Average Return
13.73%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.55% NVDA
14.21% HSY
13.26% T
11.69% O
8.76% ARCC
37.53% Others
By Assets
80.56% Stocks
18.71% ETFs
0.48% Funds
0.25% Cash
0.00% Cryptocurrency
By Sector
19.24% General
17.72% Real Estate
17.47% Consumer Defensive
15.47% Financial
14.55% Technology
15.54% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARCC
Ares Capital
$22.21
$0.32
(1.46%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.14B
9.29%
HSY
The Hershey Company
$168.79
$0.56
(0.33%)
premium
0 Buy
14 Hold
5 Sell
Moderate Sell
premium
$34.27B
-12.02%
O
Realty Income
$52.60
$0.546
(1.03%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$46.75B
-8.81%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$57.49
$0.04
(0.07%)
premium
1K Buy
581 Hold
58 Sell
Moderate Buy
premium
$37.16B
4.37%
T
AT&T
$22.83
$0.06
(0.26%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$163.38B
32.50%
APD
Air Products and Chemicals
$283.29
$4.98
(1.73%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$64.50B
7.08%
LTC
LTC Properties
$34.03
$0.52
(1.51%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$1.56B
7.07%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.08
$0.07
(0.78%)
premium
premium
$118.74M
12.80%
TRIN
Trinity Capital
$14.61
$0.14
(0.97%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$852.37M
-0.41%
NVDA
Nvidia
$138.31
$4.02
(2.99%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.29T
178.79%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$19.95
$0.152
(0.76%)
premium
203 Buy
168 Hold
14 Sell
Moderate Buy
premium
$4.99M
-0.76%
HIW
Highwoods Properties
$30.66
$0.08
(0.26%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$3.24B
36.45%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$56.58
$0.1
(0.18%)
premium
560 Buy
499 Hold
57 Sell
Moderate Buy
premium
$25.08B
8.05%
BMY
Bristol-Myers Squibb
$56.79
$0.23
(0.41%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$114.71B
7.20%
ABR
Arbor Realty
$13.78
$0.07
(0.51%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.61B
-6.19%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$27.98
$0.09
(0.32%)
premium
premium
$427.97M
16.64%
CMCSA
Comcast
$37.42
$0.11
(0.29%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$143.61B
-13.60%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$49.55
$0.1
(0.2%)
premium
344 Buy
102 Hold
27 Sell
Moderate Buy
premium
$447.32M
-9.08%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.02
$0.12
(0.55%)
premium
premium
$1.40B
6.69%
NTST
NETSTREIT
$13.94
$0.21
(1.48%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.16B
-22.63%
BTI
British American Tobacco
$36.54
$0.22
(0.61%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$79.45B
22.25%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.84
$0.03
(0.11%)
premium
3K Buy
1K Hold
131 Sell
Moderate Buy
premium
$37.49B
36.44%
FSK
FS KKR Capital
$22.05
$0.33
(1.52%)
premium
0 Buy
7 Hold
0 Sell
Hold
premium
$6.08B
7.58%