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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #143,447 out of 769,291 TipRanks' Investors
Success Rate
169 out of 304
profitable transactions
profitable transactions
Average Return
22.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.29%
6-Month Return▲ 11.33%
12-Month Return▲ 28.61%
YTD Return▲ 22.26%
Total Return▲ 143.82%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
37.60%0-37.60%
▼ 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%
▼ 3.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.57%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 7.01%
Nov 2024
▼ 12.40%▼ 4.03%▼ 4.82%
▲ 11.46%▲ 5.06%▲ 5.41%
▼ 2.25%▲ 3.53%▲ 3.04%
▲ 25.72%▲ 1.21%▼ 3.38%
▼ 4.22%▲ 2.34%▲ 1.52%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 5.70%▼ 0.89%▲ 1.57%
▲ 37.60%▲ 4.40%▲ 7.01%
Recent Activity
Radnet
―
▲ 15.93%
3
Close
Nov 20, 2024
Norwegian Cruise Line
1.93%
▼ 3.98%
1
Open
Nov 12, 2024
Taylor Morrison
1.87%
▼ 5.32%
1
Open
Nov 08, 2024
Clear Secure
2.5%
▼ 19.70%
3
Buy
Nov 07, 2024
Ares Management
1.94%
▲ 4.01%
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
14.73%
▲ 237.66%
9
Buy
Oct 22, 2024
Ally Financial
―
▼ 5.90%
2
Close
Oct 22, 2024
GraniteShares 1.5x Long NVDA Daily ETF
2.92%
▲ 27.39%
3
Buy
Oct 22, 2024
FTAI Aviation
3.65%
▲ 29.03%
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
2.2%
▲ 12.24%
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
1.93%
▲ 2.67%
1
Open
Sep 25, 2024
Celestica
―
▼ 19.13%
2
Close
Sep 19, 2024
Napco Security Technologies
―
▼ 27.07%
3
Close
Sep 19, 2024