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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #232,520 out of 817,541 TipRanks' Investors
Success Rate
175 out of 329
profitable transactions
profitable transactions
Average Return
22.73%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.91%
6-Month Return▲ 29.91%
12-Month Return▲ 23.56%
YTD Return▲ 10.69%
Total Return▲ 156.13%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 3.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.42%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 6.14%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 5.74%
▲ 0.82%
▲ 0.56%
Sep 2025
▼ 12.86%▼ 1.27%▼ 3.74%
▼ 1.80%▼ 5.57%▼ 9.42%
▲ 1.84%▼ 0.87%▼ 0.01%
▲ 12.20%▲ 6.28%▲ 11.28%
▲ 6.24%▲ 5.14%▲ 8.54%
▲ 27.87%▲ 2.30%▲ 6.14%
▲ 4.87%▲ 2.05%▼ 0.53%
▲ 5.74%▲ 0.82%▲ 0.56%
Recent Activity
Innovator IBD 50 ETF
5.21%
▲ 3.03%
3
Open
Sep 04, 2025
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 2025
Cal-Maine Foods
1.97%
▼ 0.05%
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
1.34%
▼ 1.16%
1
Open
Jul 23, 2025
VanEck Uranium + Nuclear Energy ETF
2.03%
▲ 5.71%
1
Open
Jul 17, 2025
Dell Technologies
3.38%
▼ 0.44%
3
Buy
Jul 16, 2025
Howmet Aerospace
1.77%
▲ 57.57%
3
Buy
Jul 15, 2025
Exlservice Holdings
―
▼ 14.71%
2
Close
Jun 25, 2025
Makemytrip
―
▼ 11.62%
2
Close
Jun 18, 2025
Palomar Holdings
1.34%
▼ 26.16%
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
2.59%
▲ 18.74%
2
Buy
Apr 22, 2025
Invesco S&P 500 Equal Weight Financials ETF
―
▲ 12.36%
2
Close
Apr 17, 2025
Intercontinental Exchange
1.71%
▼ 1.76%
3
Open
Mar 20, 2025
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
2.15%
▲ 232.48%
2
Sell
Mar 03, 2025