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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #208,976 out of 807,926 TipRanks' Investors
Success Rate
171 out of 322
profitable transactions
profitable transactions
Average Return
22.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.41%
6-Month Return▲ 5.27%
12-Month Return▲ 8.94%
YTD Return▲ 6.95%
Total Return▲ 147.48%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
12.86%0-12.86%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 0.01%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 11.28%
May 2025
▲ 6.24%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 12.57%
▲ 1.13%
▲ 2.58%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.15%
▲ 6.03%▲ 2.69%▼ 1.00%
▼ 12.86%▼ 1.27%▼ 3.74%
▼ 1.80%▼ 5.57%▼ 9.42%
▲ 1.84%▼ 0.87%▼ 0.01%
▲ 12.20%▲ 6.28%▲ 11.28%
▲ 6.24%▲ 5.14%▲ 8.54%
▲ 12.57%▲ 1.13%▲ 2.58%
Recent Activity
Cadence Design
1.94%
▼ 0.88%
1
Open
Jul 07, 2025
Exlservice Holdings
―
▼ 14.71%
2
Close
Jun 25, 2025
Makemytrip
―
▼ 11.62%
2
Close
Jun 18, 2025
Palomar Holdings
1.6%
▼ 13.87%
1
Open
May 27, 2025
Kinetik
―
▼ 31.46%
2
Close
May 12, 2025
Marex Group plc
1.96%
▼ 15.96%
1
Open
May 06, 2025
Capital Group Core Equity ETF
―
▲ 6.42%
2
Close
Apr 25, 2025
IShares Bitcoin Trust Registered
2.85%
▲ 28.05%
2
Buy
Apr 22, 2025
Invesco S&P 500 Equal Weight Financials ETF
―
▲ 12.36%
2
Close
Apr 17, 2025
Intercontinental Exchange
1.83%
▲ 0.63%
3
Open
Mar 20, 2025
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
2.21%
▲ 235.00%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.95%
▲ 5.77%
1
Open
Feb 18, 2025
Eaton
―
▲ 1.81%
3
Close
Feb 14, 2025
Palantir Technologies
―
▲ 43.29%
2
Close
Feb 04, 2025
Alaska Air
1.09%
▼ 29.94%
1
Open
Feb 04, 2025
Sprouts Farmers
1.92%
▼ 0.79%
1
Open
Feb 04, 2025
Clear Secure
―
▼ 26.87%
5
Close
Jan 30, 2025
CyberArk Software
1.56%
▲ 2.31%
1
Open
Jan 29, 2025
Global-e Online
0.84%
▼ 45.04%
1
Open
Jan 29, 2025