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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #189,577 out of 795,509 TipRanks' Investors
Success Rate
156 out of 318
profitable transactions
profitable transactions
Average Return
16.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.41%
6-Month Return▼ 18.99%
12-Month Return▼ 8.64%
YTD Return▼ 16.85%
Total Return▲ 92.41%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.44%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.15%
Dec 2024
▲ 5.99%
▲ 2.69%
▼ 0.90%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.79%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.42%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 3.72%
Apr 2025
▲ 2.92%▲ 2.10%▲ 1.73%
▲ 10.00%▼ 0.89%▲ 1.44%
▲ 25.98%▲ 5.96%▲ 6.09%
▲ 5.34%▼ 2.41%▼ 4.15%
▲ 5.99%▲ 2.69%▼ 0.90%
▼ 12.86%▼ 1.27%▼ 3.79%
▼ 1.80%▼ 5.57%▼ 9.42%
▼ 7.29%▼ 4.55%▼ 3.72%
Recent Activity
Intercontinental Exchange
1.86%
▼ 6.89%
3
Open
Mar 20, 2025
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
2.02%
▲ 158.23%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.78%
▼ 18.19%
1
Open
Feb 18, 2025
Eaton
―
▼ 7.28%
3
Close
Feb 14, 2025
Palantir Technologies
―
▲ 43.29%
2
Close
Feb 04, 2025
Exlservice Holdings
1.6%
▼ 11.29%
1
Open
Feb 04, 2025
Alaska Air
1.11%
▼ 39.43%
1
Open
Feb 04, 2025
Sprouts Farmers
2.18%
▼ 5.17%
1
Open
Feb 04, 2025
Clear Secure
―
▼ 26.87%
5
Close
Jan 30, 2025
CyberArk Software
1.72%
▼ 5.18%
1
Open
Jan 29, 2025
Global-e Online
1%
▼ 44.28%
1
Open
Jan 29, 2025
Kinetik
1.58%
▼ 34.99%
1
Open
Jan 17, 2025
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
8.82%
▲ 155.42%
10
Sell
Dec 12, 2024
Ares Management
1.64%
▼ 20.31%
2
Buy
Dec 11, 2024
Apollo Global Management
1.28%
▼ 26.78%
1
Open
Dec 09, 2024
IShares Bitcoin Trust Registered
1.56%
▼ 12.47%
1
Open
Dec 02, 2024
Radnet
―
▲ 15.93%
3
Close
Nov 20, 2024
Norwegian Cruise Line
1.11%
▼ 41.44%
1
Open
Nov 12, 2024