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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #232,271 out of 820,504 TipRanks' Investors
Success Rate
179 out of 330
profitable transactions
profitable transactions
Average Return
23.48%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.84%
6-Month Return▲ 29.55%
12-Month Return▲ 18.96%
YTD Return▲ 13.20%
Total Return▲ 161.94%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
12.51%0-12.51%
▼ 2.29%
▼ 1.27%
▼ 3.74%
Feb 2025
▼ 6.38%
▼ 5.57%
▼ 9.42%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 12.51%
▲ 3.17%
▲ 2.84%
Sep 2025
▼ 2.29%▼ 1.27%▼ 3.74%
▼ 6.38%▼ 5.57%▼ 9.42%
▲ 0.80%▼ 0.87%▼ 0.01%
▲ 11.63%▲ 6.28%▲ 11.28%
▲ 9.25%▲ 5.14%▲ 8.54%
▲ 7.60%▲ 2.30%▲ 6.14%
▲ 2.76%▲ 2.05%▼ 0.53%
▲ 12.51%▲ 3.17%▲ 2.84%
Recent Activity
Advanced Energy
5.23%
▼ 4.82%
3
Open
Sep 10, 2025
Apple
―
▲ 1.38%
5
Close
Sep 10, 2025
Intercontinental Exchange
―
▼ 2.11%
4
Close
Sep 10, 2025
Innovator IBD 50 ETF
5.36%
▲ 5.53%
3
Open
Sep 04, 2025
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 2025
Cal-Maine Foods
1.71%
▼ 11.60%
1
Open
Jul 30, 2025
Sprouts Farmers
―
▼ 5.37%
3
Close
Jul 29, 2025
Cadence Design
―
▲ 14.35%
2
Close
Jul 29, 2025
FS KKR Capital
―
▲ 6.36%
4
Close
Jul 28, 2025
Veeva Systems
1.36%
▲ 2.44%
1
Open
Jul 23, 2025
VanEck Uranium + Nuclear Energy ETF
2.23%
▲ 18.38%
1
Open
Jul 17, 2025
Dell Technologies
3.66%
▲ 9.91%
3
Buy
Jul 16, 2025
Howmet Aerospace
1.86%
▲ 68.96%
3
Buy
Jul 15, 2025
Exlservice Holdings
―
▼ 14.71%
2
Close
Jun 25, 2025
Makemytrip
―
▼ 11.62%
2
Close
Jun 18, 2025
Palomar Holdings
1.25%
▼ 30.15%
1
Open
May 27, 2025
Kinetik
―
▼ 31.46%
2
Close
May 12, 2025
Capital Group Core Equity ETF
―
▲ 6.42%
2
Close
Apr 25, 2025
IShares Bitcoin Trust Registered
2.61%
▲ 22.02%
2
Buy
Apr 22, 2025
Invesco S&P 500 Equal Weight Financials ETF
―
▲ 12.36%
2
Close
Apr 17, 2025