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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #252,236 out of 833,817 TipRanks' Investors
Success Rate
193 out of 355
profitable transactions
profitable transactions
Average Return
22.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.67%
6-Month Return▲ 8.48%
12-Month Return▲ 7.97%
YTD Return▲ 11.63%
Total Return▲ 158.32%
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
▼ 3.57%
▲ 0.19%
▼ 7.61%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 0.69%
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%
▼ 3.57%▲ 0.19%▼ 7.61%
▲ 1.45%▲ 1.32%▲ 0.69%
Recent Activity
Hasbro
2%
▲ 0.27%
1
Open
Dec 23, 2025
AES
2.04%
▲ 0.43%
1
Open
Dec 23, 2025
Veeva Systems
―
▼ 21.90%
2
Close
Dec 22, 2025
American Electric Power
1.91%
▲ 0.66%
2
Buy
Dec 20, 2025
PNC Financial
2.08%
▲ 0.27%
1
Open
Dec 20, 2025
Fifth Third Bancorp
2.03%
0.00%
1
Open
Dec 20, 2025
DuPont de Nemours
1.88%
▼ 0.99%
1
Open
Dec 20, 2025
KeyCorp
1.89%
▼ 0.33%
1
Open
Dec 20, 2025
AbbVie
1.9%
▲ 37.52%
4
Open
Dec 19, 2025
Exxon Mobil
1.94%
▲ 21.63%
6
Open
Dec 19, 2025
Williams Co
1.89%
▲ 17.31%
3
Open
Dec 19, 2025
APA
1.89%
▲ 2.61%
3
Open
Dec 19, 2025
Invesco
2.16%
▲ 0.78%
1
Open
Dec 19, 2025
Merck & Company
1.91%
▲ 5.30%
1
Open
Dec 19, 2025
Citizens Financial
2.08%
▲ 1.13%
1
Open
Dec 19, 2025
Robinhood
1.69%
▼ 11.22%
1
Open
Dec 10, 2025
Amazon
3.51%
▲ 82.54%
5
Buy
Dec 02, 2025
Advanced Energy
11.05%
▲ 9.91%
5
Buy
Dec 02, 2025
Digi International
2.69%
▲ 8.85%
2
Buy
Nov 26, 2025
Microsoft
3.87%
▲ 109.58%
3
Buy
Oct 30, 2025