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Milestone Wealth Strategies - New Portfolio

PerformancePortfolio Details

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #255,313 out of 859,402 TipRanks' Investors
Success Rate
54%
195 out of 360
profitable transactions
Average Return
23.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.26%
6-Month Return▲ 7.16%
12-Month Return▲ 49.55%
YTD Return▲ 10.12%
Total Return▲ 179.97%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 924.27%

Bio

Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.

Performance

13.18%0-13.18%
▲ 12.88%
▲ 3.56%
▲ 3.90%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.92%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.85%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.59%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 1.24%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.06%
Mar 2026
▲ 13.18%
▲ 7.89%
▲ 8.32%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.90%
▲ 10.96%▲ 2.38%▲ 4.92%
▼ 3.68%▲ 0.19%▼ 7.65%
▼ 0.10%▲ 0.08%▼ 0.85%
▲ 4.06%▲ 1.47%▲ 3.59%
▼ 1.12%▼ 0.86%▲ 1.24%
▲ 0.60%▼ 4.94%▼ 3.06%
▲ 13.18%▲ 7.89%▲ 8.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
APA
1.88%
▲ 31.43%
4
Sell
Apr 09, 2026
AM
Antero Midstream
1.55%
▲ 14.54%
2
Sell
Apr 09, 2026
ABR
Arbor Realty
―
▼ 31.59%
3
Close
Apr 06, 2026
HWM
Howmet Aerospace
―
▲ 103.79%
4
Close
Mar 20, 2026
GE
GE Aerospace
―
▲ 34.76%
3
Close
Mar 20, 2026
CVX
Chevron
2.06%
▼ 2.17%
3
Open
Mar 12, 2026
AES
AES
―
▲ 3.44%
2
Close
Mar 02, 2026
FNGS
MicroSectors FANG+ ETN
―
▲ 0.05%
2
Close
Feb 24, 2026
PANW
Palo Alto Networks
―
▼ 1.21%
2
Close
Feb 17, 2026
CYBR
CyberArk Software
―
▲ 10.94%
2
Close
Feb 10, 2026
BMY
Bristol-Myers Squibb
1.77%
▼ 5.30%
5
Open
Feb 09, 2026
HOOD
Robinhood
―
▼ 35.82%
2
Close
Feb 03, 2026
ADM
Archer Daniels Midland
1.85%
▲ 3.10%
1
Open
Jan 22, 2026
DELL
Dell Technologies
―
▼ 1.43%
4
Close
Jan 13, 2026
ARM
ARM Holdings PLC ADR
―
▼ 37.45%
2
Close
Jan 06, 2026
HAS
Hasbro
1.97%
▲ 15.46%
1
Open
Dec 23, 2025
VEEV
Veeva Systems
―
▼ 21.90%
2
Close
Dec 22, 2025
AEP
American Electric Power
1.95%
▲ 18.39%
2
Buy
Dec 20, 2025
PNC
PNC Financial
1.87%
▲ 4.96%
1
Open
Dec 20, 2025
FITB
Fifth Third Bancorp
1.82%
▲ 4.50%
1
Open
Dec 20, 2025