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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #241,337 out of 828,236 TipRanks' Investors
Success Rate
179 out of 336
profitable transactions
profitable transactions
Average Return
23.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.30%
6-Month Return▲ 15.18%
12-Month Return▲ 6.55%
YTD Return▲ 11.89%
Total Return▲ 158.91%
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%
▲ 0.80%
▼ 0.87%
▼ 0.01%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 11.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 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
▼ 5.65%
▼ 1.47%
▼ 6.75%
Nov 2025
▲ 0.80%▼ 0.87%▼ 0.01%
▲ 11.64%▲ 6.28%▲ 11.28%
▲ 9.25%▲ 5.14%▲ 8.54%
▲ 7.60%▲ 2.30%▲ 6.14%
▲ 2.76%▲ 2.05%▼ 0.53%
▲ 12.88%▲ 3.56%▲ 3.90%
▲ 10.96%▲ 2.38%▲ 4.92%
▼ 5.65%▼ 1.47%▼ 6.75%
Recent Activity
Microsoft
4.2%
▲ 115.73%
3
Buy
Oct 30, 2025
Global-e Online
―
▼ 20.77%
2
Close
Oct 29, 2025
Palomar Holdings
―
▼ 31.37%
2
Close
Oct 29, 2025
Norwegian Cruise Line
―
▼ 15.79%
2
Close
Oct 24, 2025
Alaska Air
―
▼ 42.06%
2
Close
Oct 24, 2025
Advanced Energy
7.25%
▲ 6.59%
4
Buy
Oct 22, 2025
GE Aerospace
2.69%
▲ 42.56%
2
Buy
Oct 22, 2025
VanEck Uranium + Nuclear Energy ETF
2.71%
▲ 2.44%
2
Buy
Oct 22, 2025
Digi International
2.47%
▼ 0.98%
1
Open
Oct 21, 2025
Berkshire Hathaway B
―
▲ 5.60%
4
Close
Oct 10, 2025
Cal-Maine Foods
―
▼ 13.16%
3
Close
Oct 10, 2025
Taylor Morrison
―
▼ 14.15%
2
Close
Oct 08, 2025
Ares Management
―
▼ 12.87%
3
Close
Oct 07, 2025
Apollo Global Management
―
▼ 26.18%
2
Close
Oct 07, 2025
Apple
―
▲ 1.38%
5
Close
Sep 10, 2025
Intercontinental Exchange
―
▼ 2.11%
4
Close
Sep 10, 2025
Innovator IBD 50 ETF
4.82%
▲ 0.80%
3
Open
Sep 04, 2025
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 2025
Sprouts Farmers
―
▼ 5.37%
3
Close
Jul 29, 2025
Cadence Design
―
▲ 14.35%
2
Close
Jul 29, 2025