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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #204,889 out of 800,768 TipRanks' Investors
Success Rate
164 out of 320
profitable transactions
profitable transactions
Average Return
19.34%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.81%
6-Month Return▼ 8.50%
12-Month Return▼ 1.45%
YTD Return▼ 5.62%
Total Return▲ 118.40%
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%
▲ 9.99%
▼ 0.89%
▲ 1.44%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.15%
Dec 2024
▲ 6.01%
▲ 2.69%
▼ 1.00%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.74%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 9.42%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 0.11%
Apr 2025
▲ 9.77%
▲ 4.43%
▲ 9.45%
May 2025
▲ 9.99%▼ 0.89%▲ 1.44%
▲ 25.97%▲ 5.96%▲ 6.09%
▲ 5.42%▼ 2.41%▼ 4.15%
▲ 6.01%▲ 2.69%▼ 1.00%
▼ 12.86%▼ 1.27%▼ 3.74%
▼ 1.80%▼ 5.57%▼ 9.42%
▲ 1.76%▼ 0.87%▼ 0.11%
▲ 9.77%▲ 4.43%▲ 9.45%
Recent Activity
Kinetik
―
▼ 31.46%
2
Close
May 12, 2025
Marex Group plc
2.4%
▼ 3.46%
1
Open
May 06, 2025
Capital Group Core Equity ETF
―
▲ 6.42%
2
Close
Apr 25, 2025
IShares Bitcoin Trust Registered
2.75%
▲ 16.13%
2
Buy
Apr 22, 2025
Invesco S&P 500 Equal Weight Financials ETF
―
▲ 12.36%
2
Close
Apr 17, 2025
Intercontinental Exchange
1.88%
▼ 1.14%
3
Open
Mar 20, 2025
Trane Technologies
―
▲ 9.74%
3
Close
Mar 04, 2025
Microsoft
2.1%
▲ 199.81%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.88%
▼ 3.99%
1
Open
Feb 18, 2025
Eaton
―
▼ 2.45%
3
Close
Feb 14, 2025
Palantir Technologies
―
▲ 43.29%
2
Close
Feb 04, 2025
Exlservice Holdings
1.45%
▼ 10.03%
1
Open
Feb 04, 2025
Alaska Air
1.11%
▼ 32.88%
1
Open
Feb 04, 2025
Sprouts Farmers
2.03%
▼ 1.46%
1
Open
Feb 04, 2025
Clear Secure
―
▼ 26.87%
5
Close
Jan 30, 2025
CyberArk Software
1.68%
▲ 3.47%
1
Open
Jan 29, 2025
Global-e Online
0.84%
▼ 47.80%
1
Open
Jan 29, 2025
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
9.36%
▲ 202.30%
10
Sell
Dec 12, 2024
Ares Management
1.71%
▼ 7.26%
2
Buy
Dec 11, 2024