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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #198,255 out of 813,692 TipRanks' Investors
Success Rate
180 out of 328
profitable transactions
profitable transactions
Average Return
23.33%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.03%
6-Month Return▲ 7.69%
12-Month Return▲ 16.86%
YTD Return▲ 11.52%
Total Return▲ 158.06%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▼ 1.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.42%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 6.14%
Jul 2025
▲ 8.10%
▲ 1.80%
▲ 0.78%
Aug 2025
▲ 6.03%▲ 2.69%▼ 1.00%
▼ 12.86%▼ 1.27%▼ 3.74%
▼ 1.80%▼ 5.57%▼ 9.42%
▲ 1.84%▼ 0.87%▼ 0.01%
▲ 12.20%▲ 6.28%▲ 11.28%
▲ 6.24%▲ 5.14%▲ 8.54%
▲ 27.89%▲ 2.30%▲ 6.14%
▲ 8.10%▲ 1.80%▲ 0.78%
Recent Activity
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 2025
Cal-Maine Foods
1.99%
▲ 1.76%
1
Open
Jul 30, 2025
Sprouts Farmers
―
▼ 5.37%
3
Close
Jul 29, 2025
Cadence Design
―
▲ 14.35%
2
Close
Jul 29, 2025
FS KKR Capital
―
▲ 6.36%
4
Close
Jul 28, 2025
Veeva Systems
1.32%
▼ 1.89%
1
Open
Jul 23, 2025
VanEck Uranium + Nuclear Energy ETF
1.91%
▲ 0.20%
1
Open
Jul 17, 2025
Dell Technologies
3.83%
▲ 13.50%
3
Buy
Jul 16, 2025
Howmet Aerospace
1.68%
▲ 50.77%
3
Buy
Jul 15, 2025
Exlservice Holdings
―
▼ 14.71%
2
Close
Jun 25, 2025
Makemytrip
―
▼ 11.62%
2
Close
Jun 18, 2025
Palomar Holdings
1.33%
▼ 26.63%
1
Open
May 27, 2025
Kinetik
―
▼ 31.46%
2
Close
May 12, 2025
Capital Group Core Equity ETF
―
▲ 6.42%
2
Close
Apr 25, 2025
IShares Bitcoin Trust Registered
2.71%
▲ 24.79%
2
Buy
Apr 22, 2025
Invesco S&P 500 Equal Weight Financials ETF
―
▲ 12.36%
2
Close
Apr 17, 2025
Intercontinental Exchange
1.78%
▲ 0.45%
3
Open
Mar 20, 2025
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
2.23%
▲ 246.42%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.97%
▲ 9.74%
1
Open
Feb 18, 2025