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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #247,223 out of 849,026 TipRanks' Investors
Success Rate
197 out of 355
profitable transactions
profitable transactions
Average Return
22.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.78%
6-Month Return▲ 4.42%
12-Month Return▲ 10.72%
YTD Return▲ 3.84%
Total Return▲ 164.10%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.90%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.92%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 7.61%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.86%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 3.84%
Jan 2026
▲ 9.25%▲ 5.14%▲ 8.54%
▲ 7.60%▲ 2.30%▲ 6.14%
▲ 2.76%▲ 2.05%▼ 0.53%
▲ 12.88%▲ 3.56%▲ 3.90%
▲ 10.96%▲ 2.38%▲ 4.92%
▼ 3.58%▲ 0.19%▼ 7.61%
▼ 0.10%▲ 0.08%▼ 0.86%
▲ 2.78%▲ 1.51%▲ 3.84%
Recent Activity
Dell Technologies
―
▼ 1.43%
4
Close
Jan 13, 2026
ARM Holdings PLC ADR
―
▼ 37.45%
2
Close
Jan 06, 2026
Hasbro
2.06%
▲ 6.73%
1
Open
Dec 23, 2025
AES
2.05%
▲ 3.88%
1
Open
Dec 23, 2025
Veeva Systems
―
▼ 21.90%
2
Close
Dec 22, 2025
American Electric Power
1.92%
▲ 4.23%
2
Buy
Dec 20, 2025
PNC Financial
2.03%
▲ 1.01%
1
Open
Dec 20, 2025
Fifth Third Bancorp
2%
▲ 1.66%
1
Open
Dec 20, 2025
DuPont de Nemours
1.93%
▲ 4.60%
1
Open
Dec 20, 2025
KeyCorp
1.84%
▲ 0.09%
1
Open
Dec 20, 2025
AbbVie
1.74%
▲ 34.62%
4
Open
Dec 19, 2025
Exxon Mobil
2.04%
▲ 25.87%
6
Open
Dec 19, 2025
Williams Co
1.86%
▲ 18.02%
3
Open
Dec 19, 2025
APA
1.96%
▲ 6.03%
3
Open
Dec 19, 2025
Invesco
2.26%
▲ 8.85%
1
Open
Dec 19, 2025
Merck & Company
1.93%
▲ 9.77%
1
Open
Dec 19, 2025
Citizens Financial
2.04%
▲ 2.40%
1
Open
Dec 19, 2025
Robinhood
1.5%
▼ 18.66%
1
Open
Dec 10, 2025
Amazon
3.49%
▲ 87.10%
5
Buy
Dec 02, 2025
Advanced Energy
12.69%
▲ 26.29%
5
Buy
Dec 02, 2025