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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #208,013 out of 792,645 TipRanks' Investors
Success Rate
159 out of 317
profitable transactions
profitable transactions
Average Return
18.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.55%
6-Month Return▼ 5.58%
12-Month Return▼ 4.16%
YTD Return▼ 9.79%
Total Return▲ 108.74%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.44%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.66%
▼ 2.41%
▼ 4.15%
Dec 2024
▲ 5.84%
▲ 2.69%
▼ 0.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.79%
Feb 2025
▲ 2.80%
▼ 4.55%
▼ 5.47%
Mar 2025
▼ 13.14%▲ 2.34%▲ 1.52%
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 10.00%▼ 0.89%▲ 1.44%
▲ 26.01%▲ 5.96%▲ 6.09%
▲ 5.66%▼ 2.41%▼ 4.15%
▲ 5.84%▲ 2.69%▼ 0.81%
▼ 12.86%▼ 1.27%▼ 3.79%
▲ 2.80%▼ 4.55%▼ 5.47%
Recent Activity
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
1.93%
▲ 157.81%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.78%
▼ 14.47%
1
Open
Feb 18, 2025
Eaton
―
▼ 5.44%
3
Close
Feb 14, 2025
Palantir Technologies
―
▲ 43.29%
2
Close
Feb 04, 2025
Exlservice Holdings
1.62%
▼ 6.18%
1
Open
Feb 04, 2025
Alaska Air
1.26%
▼ 28.37%
1
Open
Feb 04, 2025
Sprouts Farmers
1.87%
▼ 15.09%
1
Open
Feb 04, 2025
Clear Secure
―
▼ 26.87%
5
Close
Jan 30, 2025
CyberArk Software
1.64%
▼ 5.47%
1
Open
Jan 29, 2025
Global-e Online
1.07%
▼ 38.08%
1
Open
Jan 29, 2025
Kinetik
1.94%
▼ 16.65%
1
Open
Jan 17, 2025
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
8.94%
▲ 170.59%
10
Sell
Dec 12, 2024
Ares Management
1.69%
▼ 14.59%
2
Buy
Dec 11, 2024
Apollo Global Management
1.4%
▼ 16.62%
1
Open
Dec 09, 2024
IShares Bitcoin Trust Registered
1.52%
▼ 10.74%
1
Open
Dec 02, 2024
Radnet
―
▲ 15.93%
3
Close
Nov 20, 2024
Norwegian Cruise Line
1.29%
▼ 28.81%
1
Open
Nov 12, 2024
Taylor Morrison
1.43%
▼ 17.90%
1
Open
Nov 08, 2024