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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #257,708 out of 852,708 TipRanks' Investors
Success Rate
191 out of 357
profitable transactions
profitable transactions
Average Return
20.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.57%
6-Month Return▼ 1.19%
12-Month Return▲ 7.38%
YTD Return▼ 0.73%
Total Return▲ 152.36%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 6.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.90%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.92%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 7.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.86%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.59%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 4.17%
Feb 2026
▲ 7.60%▲ 2.30%▲ 6.14%
▲ 2.76%▲ 2.05%▼ 0.53%
▲ 12.88%▲ 3.56%▲ 3.90%
▲ 10.96%▲ 2.38%▲ 4.92%
▼ 3.58%▲ 0.19%▼ 7.65%
▼ 0.10%▲ 0.08%▼ 0.86%
▲ 4.06%▲ 1.47%▲ 3.59%
▼ 5.01%▼ 2.07%▼ 4.17%
Recent Activity
Robinhood
―
▼ 35.82%
2
Close
Feb 03, 2026
Antero Midstream
2.06%
▲ 1.92%
1
Open
Jan 22, 2026
Archer Daniels Midland
1.97%
▼ 2.52%
1
Open
Jan 22, 2026
Dell Technologies
―
▼ 1.43%
4
Close
Jan 13, 2026
ARM Holdings PLC ADR
―
▼ 37.45%
2
Close
Jan 06, 2026
Hasbro
2.27%
▲ 17.22%
1
Open
Dec 23, 2025
AES
2.22%
▲ 13.49%
1
Open
Dec 23, 2025
Veeva Systems
―
▼ 21.90%
2
Close
Dec 22, 2025
American Electric Power
1.95%
▲ 5.29%
2
Buy
Dec 20, 2025
PNC Financial
2.26%
▲ 12.89%
1
Open
Dec 20, 2025
Fifth Third Bancorp
2.2%
▲ 11.55%
1
Open
Dec 20, 2025
DuPont de Nemours
2.04%
▲ 10.13%
1
Open
Dec 20, 2025
KeyCorp
1.98%
▲ 7.03%
1
Open
Dec 20, 2025
AbbVie
1.77%
▲ 35.51%
4
Open
Dec 19, 2025
Exxon Mobil
2.32%
▲ 33.13%
6
Open
Dec 19, 2025
Williams Co
2.09%
▲ 24.14%
3
Open
Dec 19, 2025
APA
2%
▲ 7.53%
3
Open
Dec 19, 2025
Invesco
1.99%
▼ 4.56%
1
Open
Dec 19, 2025
Merck & Company
2.1%
▲ 18.46%
1
Open
Dec 19, 2025
Citizens Financial
2.25%
▲ 13.34%
1
Open
Dec 19, 2025