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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #251,800 out of 831,248 TipRanks' Investors
Success Rate
182 out of 339
profitable transactions
profitable transactions
Average Return
22.86%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.58%
6-Month Return▲ 13.44%
12-Month Return▲ 6.65%
YTD Return▲ 12.74%
Total Return▲ 160.86%
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%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 4.92%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 7.50%
Nov 2025
▲ 0.61%
▲ 0.15%
▲ 1.57%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▲ 4.92%
▼ 3.44%▲ 0.19%▼ 7.50%
▲ 0.61%▲ 0.15%▲ 1.57%
Recent Activity
Amazon
3.63%
▲ 79.97%
5
Buy
Dec 02, 2025
Advanced Energy
11.45%
▲ 8.85%
5
Buy
Dec 02, 2025
Digi International
2.79%
▲ 7.76%
2
Buy
Nov 26, 2025
Microsoft
4%
▲ 106.49%
3
Buy
Oct 30, 2025
Global-e Online
―
▼ 13.85%
2
Close
Oct 29, 2025
Palomar Holdings
―
▼ 31.37%
2
Close
Oct 29, 2025
Norwegian Cruise Line
―
▼ 15.79%
2
Close
Oct 24, 2025
Alaska Air
―
▼ 42.06%
2
Close
Oct 24, 2025
GE Aerospace
2.57%
▲ 36.79%
2
Buy
Oct 22, 2025
VanEck Uranium + Nuclear Energy ETF
2.89%
▲ 9.62%
2
Buy
Oct 22, 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
4.97%
▲ 2.58%
3
Open
Sep 04, 2025
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 2025
Sprouts Farmers
―
▼ 5.37%
3
Close
Jul 29, 2025