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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #232,702 out of 825,113 TipRanks' Investors
Success Rate
183 out of 334
profitable transactions
profitable transactions
Average Return
23.87%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.94%
6-Month Return▲ 33.65%
12-Month Return▲ 13.99%
YTD Return▲ 16.06%
Total Return▲ 168.56%
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%
▼ 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
▲ 12.88%
▲ 3.56%
▲ 3.90%
Sep 2025
▲ 5.77%
▲ 1.66%
▲ 1.48%
Oct 2025
▼ 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%
▲ 12.88%▲ 3.56%▲ 3.90%
▲ 5.77%▲ 1.66%▲ 1.48%
Recent Activity
Norwegian Cruise Line
―
▼ 15.79%
2
Close
Oct 24, 2025
Alaska Air
―
▼ 42.06%
2
Close
Oct 24, 2025
Advanced Energy
7.05%
▲ 6.51%
4
Buy
Oct 22, 2025
GE Aerospace
2.62%
▲ 42.42%
2
Buy
Oct 22, 2025
VanEck Uranium + Nuclear Energy ETF
3.01%
▲ 16.61%
2
Buy
Oct 22, 2025
Digi International
2.43%
▼ 0.23%
1
Open
Oct 21, 2025
Berkshire Hathaway B
―
▲ 5.60%
4
Close
Oct 10, 2025
Cal-Maine Foods
―
▼ 13.16%
3
Close
Oct 10, 2025
Taylor Morrison
―
▼ 14.15%
2
Close
Oct 08, 2025
Ares Management
―
▼ 12.87%
3
Close
Oct 07, 2025
Apollo Global Management
―
▼ 26.18%
2
Close
Oct 07, 2025
Apple
―
▲ 1.38%
5
Close
Sep 10, 2025
Intercontinental Exchange
―
▼ 2.11%
4
Close
Sep 10, 2025
Innovator IBD 50 ETF
5.48%
▲ 8.83%
3
Open
Sep 04, 2025
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 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
1.31%
▲ 2.45%
1
Open
Jul 23, 2025
Dell Technologies
4.18%
▲ 30.68%
3
Buy
Jul 16, 2025