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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #180,974 out of 783,334 TipRanks' Investors
Success Rate
166 out of 309
profitable transactions
profitable transactions
Average Return
20.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.70%
6-Month Return▲ 14.38%
12-Month Return▲ 17.53%
YTD Return▲ 1.85%
Total Return▲ 138.66%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 3.04%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.39%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.48%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.98%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 1.85%
Jan 2025
▲ 9.79%▲ 3.53%▲ 3.04%
▲ 8.13%▲ 1.21%▼ 3.39%
▼ 13.14%▲ 2.34%▲ 1.52%
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 9.99%▼ 0.89%▲ 1.48%
▲ 26.04%▲ 5.96%▲ 6.09%
▲ 5.93%▼ 2.41%▼ 2.98%
▲ 2.91%▲ 3.15%▲ 1.85%
Recent Activity
Clear Secure
―
▼ 27.18%
4
Sell
Jan 29, 2025
CyberArk Software
1.64%
0.00%
1
Open
Jan 29, 2025
Global-e Online
1.63%
0.00%
1
Open
Jan 29, 2025
Kinetik
2.21%
▼ 0.68%
1
Open
Jan 17, 2025
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
8.57%
▲ 184.80%
10
Sell
Dec 12, 2024
Ares Management
2.12%
▲ 11.04%
2
Buy
Dec 11, 2024
Apollo Global Management
1.57%
▼ 0.79%
1
Open
Dec 09, 2024
Palantir Technologies
1.81%
▲ 10.07%
1
Open
Dec 09, 2024
IShares Bitcoin Trust Registered
1.77%
▲ 8.96%
1
Open
Dec 02, 2024
Radnet
―
▲ 15.93%
3
Close
Nov 20, 2024
Norwegian Cruise Line
1.76%
▲ 2.12%
1
Open
Nov 12, 2024
Taylor Morrison
1.5%
▼ 12.18%
1
Open
Nov 08, 2024
TSMC
―
▲ 5.02%
2
Close
Nov 06, 2024
HEICO
―
▲ 7.73%
4
Close
Nov 04, 2024
iShares U.S. Home Construction ETF
―
▲ 21.05%
4
Close
Oct 23, 2024
Ally Financial
―
▼ 5.90%
2
Close
Oct 22, 2024
GraniteShares 1.5x Long NVDA Daily ETF
1.61%
▼ 18.19%
3
Buy
Oct 22, 2024
Smartsheet
―
▲ 6.09%
2
Close
Oct 08, 2024
Coca-Cola Europacific Partners
―
▲ 17.76%
2
Close
Sep 30, 2024