Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #217,209 out of 794,370 TipRanks' Investors
Success Rate
50%
158 out of 318
profitable transactions
Average Return
17.74%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.62% NVDA
3.94% QQQ
3.65% SFM
3.65% BRK.B
3.57% DELL
70.57% Others
By Assets
46.54% Stocks
42.09% Cash
11.37% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
31.34% Technology
19.63% General
14.80% Financial
12.69% Consumer Cyclical
7.21% Industrials
14.33% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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1iakor9kx1y
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premium
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premium
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1iakor9kx1y
152bb2nqvo
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premium
152bb2nqvo
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7x22xzgswo4
premium
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premium
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ESGU
ESGU
< ETF >
$118.13
$5.16
(4.19%)
premium
3K Buy
2K Hold
143 Sell
Moderate Buy
premium
$12.78B
8.04%
QQQ
QQQ
< ETF >
$453.48
$22.67
(4.76%)
premium
1K Buy
629 Hold
66 Sell
Moderate Buy
premium
$297.17B
7.70%
$103.11
$7.305
(6.62%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.69T
24.12%
$11.63
$0.135
(1.15%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$2.25B
-9.39%
$178.90
$17.115
(8.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.04T
6.35%
$152.75
$6.11
(3.85%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.92T
1.93%
$371.78
$10.36
(2.71%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.84T
-9.31%
RSPF
RSPF
< ETF >
$69.93
$3.375
(4.6%)
premium
588 Buy
388 Hold
45 Sell
Moderate Buy
premium
$309.66M
16.32%
$21.61
$0.805
(3.59%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.26B
9.42%
$204.44
$19.45
(8.69%)
premium
17 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.35T
31.97%
$33.69
$0.365
(1.07%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$74.11B
13.96%
CGUS
CGUS
< ETF >
$32.33
$1.34
(3.98%)
premium
925 Buy
313 Hold
42 Sell
Moderate Buy
premium
$4.87B
8.37%
$531.74
$5.98
(1.11%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.15T
27.23%
$99.99
$8.15
(7.54%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$112.76B
-13.92%
$81.07
$14.26
(14.96%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$64.17B
-22.36%
NVDL
NVDL
< ETF >
$33.37
$5.01
(13.05%)
premium
premium
$3.64B
-6.13%
$126.14
$7.76
(5.8%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$53.37B
102.88%
$188.00
$11.77
(5.89%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$218.73B
37.19%
$169.46
$0.98
(0.57%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$98.53B
24.05%
$95.82
$5.57
(5.49%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.88B
40.70%
$134.88
$19.62
(12.7%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$47.13B
17.06%
$56.95
$4.37
(7.13%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.17B
3.04%
$16.67
$2.83
(14.51%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$8.39B
1.14%
IBIT
IBIT
< ETF >
$46.30
$3.105
(6.28%)
premium
premium
$47.79B
28.46%
$123.32
$18.2
(12.86%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$78.94B
25.15%
$50.13
$3.695
(6.86%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$8.38B
35.08%
$324.98
$20.71
(5.99%)
premium
31 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.22B
32.36%
$32.26
$5.22
(13.93%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.10B
0.90%
$45.61
$2.55
(5.29%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.75B
55.15%
$46.67
$4.47
(8.74%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.02B
16.59%
$154.33
$4.01
(2.53%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$15.22B
150.18%
FNGS
FNGS
< ETF >
$47.50
$3.36
(6.61%)
premium
premium
$373.29M
17.16%