Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #144,239 out of 766,001 TipRanks' Investors
Success Rate
55%
167 out of 302
profitable transactions
Average Return
22.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.50%
6-Month Return▲ 13.77%
12-Month Return▲ 33.34%
YTD Return▲ 22.83%
Total Return▲ 144.95%

Best Trade

Opened at
Closed at-
Gain▲ 662.04%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.04%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.39%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.57%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.51%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.82%
▲ 11.46%▲ 5.06%▲ 5.41%
▼ 2.25%▲ 3.53%▲ 3.04%
▲ 25.72%▲ 1.21%▼ 3.39%
▼ 4.22%▲ 2.34%▲ 1.52%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 6.02%▼ 0.89%▲ 1.57%
▲ 5.59%▲ 5.20%▲ 7.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taylor Morrison
1.92%
0.00%
1
Open
Nov 08, 2024
Clear Secure
2.65%
▼ 13.86%
3
Buy
Nov 07, 2024
Ares Management
1.88%
▲ 1.25%
1
Open
Nov 07, 2024
Taiwan Semiconductor Manufacturing
▲ 5.02%
2
Close
Nov 06, 2024
HEICO
▲ 7.73%
4
Close
Nov 04, 2024
iShares U.S. Home Construction ETF
▲ 21.05%
4
Close
Oct 23, 2024
Nvidia
15.27%
▲ 239.87%
9
Buy
Oct 22, 2024
Ally Financial
▼ 5.90%
2
Close
Oct 22, 2024
GraniteShares 1.5x Long NVDA Daily ETF
3.19%
▲ 30.16%
3
Buy
Oct 22, 2024
FTAI Aviation
3.29%
▲ 19.50%
4
Buy
Oct 16, 2024
Smartsheet
▲ 6.09%
2
Close
Oct 08, 2024
Coca-Cola Europacific Partners
▲ 17.76%
2
Close
Sep 30, 2024
Eaton
2.13%
▲ 10.94%
1
Open
Sep 30, 2024
Intercontinental Exchange
▼ 2.57%
2
Close
Sep 27, 2024
iShares U.S. Medical Devices ETF
▲ 6.61%
2
Close
Sep 26, 2024
Makemytrip
1.89%
▼ 0.02%
1
Open
Sep 25, 2024
Radnet
1.97%
▲ 2.34%
1
Open
Sep 25, 2024
Celestica
▼ 19.13%
2
Close
Sep 19, 2024
Napco Security Technologies
▼ 27.07%
3
Close
Sep 19, 2024
Trade Desk
▲ 4.82%
2
Close
Sep 09, 2024