tiprankstipranks

Milestone Wealth Strategies - New Portfolio

PerformancePortfolio Details

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #261,825 out of 861,732 TipRanks' Investors
Success Rate
54%
196 out of 360
profitable transactions
Average Return
24.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.71%
6-Month Return▲ 9.90%
12-Month Return▲ 39.78%
YTD Return▲ 14.53%
Total Return▲ 191.18%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 992.18%

Bio

Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 4.92%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.65%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.85%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.59%
Jan 2026
▼ 1.26%
▼ 0.86%
▲ 1.21%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.29%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 11.44%
Apr 2026
▲ 4.83%
▲ 1.80%
▲ 1.36%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 4.92%
▼ 3.68%▲ 0.19%▼ 7.65%
▼ 0.10%▲ 0.08%▼ 0.85%
▲ 4.06%▲ 1.47%▲ 3.59%
▼ 1.26%▼ 0.86%▲ 1.21%
▲ 0.52%▼ 4.94%▼ 3.29%
▲ 16.06%▲ 10.51%▲ 11.44%
▲ 4.83%▲ 1.80%▲ 1.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APA
APA
1.81%
▲ 28.47%
4
Sell
Apr 09, 2026
AM
Antero Midstream
1.52%
▲ 15.72%
2
Sell
Apr 09, 2026
ABR
Arbor Realty
―
▼ 31.59%
3
Close
Apr 06, 2026
HWM
Howmet Aerospace
―
▲ 103.79%
4
Close
Mar 20, 2026
GE
GE Aerospace
―
▲ 34.76%
3
Close
Mar 20, 2026
CVX
Chevron
1.97%
▼ 3.60%
3
Open
Mar 12, 2026
AES
AES
―
▲ 3.43%
2
Close
Mar 02, 2026
FNGS
MicroSectors FANG+ ETN
―
▲ 0.05%
2
Close
Feb 24, 2026
PANW
Palo Alto Networks
―
▼ 1.21%
2
Close
Feb 17, 2026
CYBR
CyberArk Software
―
▲ 10.94%
2
Close
Feb 10, 2026
BMY
Bristol-Myers Squibb
1.68%
▼ 6.80%
5
Open
Feb 09, 2026
HOOD
Robinhood
―
▼ 35.82%
2
Close
Feb 03, 2026
ADM
Archer Daniels Midland
2.05%
▲ 16.38%
1
Open
Jan 22, 2026
DELL
Dell Technologies
―
▼ 1.43%
4
Close
Jan 13, 2026
ARM
ARM Holdings PLC ADR
―
▼ 37.45%
2
Close
Jan 06, 2026
HAS
Hasbro
2.03%
▲ 20.45%
1
Open
Dec 23, 2025
VEEV
Veeva Systems
―
▼ 21.90%
2
Close
Dec 22, 2025
AEP
American Electric Power
1.87%
▲ 15.93%
2
Buy
Dec 20, 2025
PNC
PNC Financial
1.82%
▲ 4.59%
1
Open
Dec 20, 2025
FITB
Fifth Third Bancorp
1.78%
▲ 4.82%
1
Open
Dec 20, 2025