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MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #7,018 out of 769,002 TipRanks' Investors
Success Rate
92%
107 out of 116
profitable transactions
Average Return
17.92%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.41% NVDA
14.70% HSY
13.32% T
12.32% O
8.01% ARCC
36.24% Others
By Assets
78.89% Stocks
17.58% ETFs
3.06% Cash
0.47% Funds
0.00% Cryptocurrency
By Sector
19.02% Real Estate
18.61% General
18.00% Consumer Defensive
15.41% Technology
14.24% Communication Services
14.72% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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rbh2ree1bmo
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premium
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c13u672e3
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premium
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premium
ce1d1orc2h
premium
ce1d1orc2h
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ARCC
Ares Capital
$21.78
$0.01
(0.05%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.10B
10.38%
HSY
The Hershey Company
$174.95
$0.95
(0.55%)
premium
0 Buy
14 Hold
4 Sell
Hold
premium
$34.45B
-8.70%
O
Realty Income
$57.39
$0.51
(0.9%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.04B
6.22%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.91
$0.43
(0.72%)
premium
1K Buy
604 Hold
49 Sell
Moderate Buy
premium
$36.72B
9.28%
T
AT&T
$22.98
$0.15
(0.66%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$163.09B
41.01%
APD
Air Products and Chemicals
$328.88
$1.03
(0.31%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$72.92B
18.64%
LTC
LTC Properties
$38.70
$0.52
(1.36%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.75B
18.87%
PFO
PFO
< FUND >
Flaherty & Crumrine Preferred and Income Opportunity Fund Incorporated
$9.02
$0.007
(0.08%)
premium
premium
$117.91M
17.66%
TRIN
Trinity Capital
$14.26
$0.01
(0.07%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$842.35M
-3.52%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
IRET
IRET
< ETF >
iREIT - MarketVector Quality REIT Index ETF
$21.74
$0.145
(0.67%)
premium
174 Buy
177 Hold
12 Sell
Moderate Buy
premium
$4.82M
6.62%
HIW
Highwoods Properties
$31.89
$0.28
(0.89%)
premium
2 Buy
5 Hold
1 Sell
Hold
premium
$3.34B
74.83%
COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$59.96
$0.77
(1.3%)
premium
544 Buy
519 Hold
74 Sell
Moderate Buy
premium
$26.27B
19.02%
BMY
Bristol-Myers Squibb
$58.23
$0.35
(0.6%)
premium
6 Buy
9 Hold
2 Sell
Hold
premium
$118.10B
19.39%
ABR
Arbor Realty
$14.50
$0.11
(0.75%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
19.85%
CTA
CTA
< ETF >
Simplify Managed Futures Strategy ETF
$27.77
$0.31
(1.13%)
premium
premium
$350.27M
5.09%
CMCSA
Comcast
$43.50
$0.51
(1.19%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$161.94B
0.92%
FEPI
FEPI
< ETF >
REX FANG & Innovation Equity Premium Income ETF
$51.96
$0.16
(0.31%)
premium
374 Buy
105 Hold
26 Sell
Moderate Buy
premium
$406.41M
-5.54%
PFFA
PFFA
< ETF >
Virtus InfraCap U.S. Preferred Stock ETF
$22.40
$0.11
(0.49%)
premium
premium
$1.41B
18.56%
NTST
NETSTREIT
$16.20
$0.22
(1.38%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.31B
2.57%
BTI
British American Tobacco
$36.98
$0.1
(0.27%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$81.11B
16.60%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.45
$0.05
(0.18%)
premium
3K Buy
1K Hold
132 Sell
Moderate Buy
premium
$35.11B
37.92%
FSK
FS KKR Capital
$21.54
$0.05
(0.23%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.04B
8.64%