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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #208,431 out of 803,890 TipRanks' Investors
Success Rate
168 out of 321
profitable transactions
profitable transactions
Average Return
20.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.02%
6-Month Return▼ 2.29%
12-Month Return▲ 2.17%
YTD Return▼ 0.67%
Total Return▲ 129.84%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.15%
Dec 2024
▲ 6.03%
▲ 2.69%
▼ 1.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.42%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.04%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 11.28%
May 2025
▲ 5.75%
▲ 2.25%
▲ 3.44%
Jun 2025
▲ 25.97%▲ 5.96%▲ 6.09%
▲ 5.10%▼ 2.41%▼ 4.15%
▲ 6.03%▲ 2.69%▼ 1.00%
▼ 12.86%▼ 1.27%▼ 3.74%
▼ 1.80%▼ 5.57%▼ 9.42%
▲ 1.83%▼ 0.87%▼ 0.04%
▲ 12.21%▲ 6.28%▲ 11.28%
▲ 5.75%▲ 2.25%▲ 3.44%
Recent Activity
Palomar Holdings
1.91%
▼ 0.98%
1
Open
May 27, 2025
Kinetik
―
▼ 31.46%
2
Close
May 12, 2025
Marex Group plc
2.05%
▼ 15.38%
1
Open
May 06, 2025
Capital Group Core Equity ETF
―
▲ 6.42%
2
Close
Apr 25, 2025
IShares Bitcoin Trust Registered
2.69%
▲ 16.07%
2
Buy
Apr 22, 2025
Invesco S&P 500 Equal Weight Financials ETF
―
▲ 12.36%
2
Close
Apr 17, 2025
Intercontinental Exchange
1.88%
▲ 0.05%
3
Open
Mar 20, 2025
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
2.19%
▲ 219.10%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.94%
▲ 1.25%
1
Open
Feb 18, 2025
Eaton
―
▼ 0.61%
3
Close
Feb 14, 2025
Palantir Technologies
―
▲ 43.29%
2
Close
Feb 04, 2025
Exlservice Holdings
1.5%
▼ 4.90%
1
Open
Feb 04, 2025
Alaska Air
1.04%
▼ 35.42%
1
Open
Feb 04, 2025
Sprouts Farmers
1.95%
▼ 3.20%
1
Open
Feb 04, 2025
Clear Secure
―
▼ 26.87%
5
Close
Jan 30, 2025
CyberArk Software
1.68%
▲ 5.65%
1
Open
Jan 29, 2025
Global-e Online
0.82%
▼ 48.08%
1
Open
Jan 29, 2025
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
10.1%
▲ 233.18%
10
Sell
Dec 12, 2024