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Working with TipRanks

Milestone Wealth Strategies - New Portfolio

Performance Portfolio Details

James Scott

Milestone Wealth Strategies

Individual Investor

Ranked #180,974 out of 783,334 TipRanks' Investors

Success Rate

166 out of 309
profitable transactions

Average Return

20.80%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.03% ETN

12.06% NVDA

5.26% MSFT

3.16% QQQ

2.98% KNTK

54.51% Others

By Assets

63.29% Stocks

26.52% Cash

10.19% ETFs

0.00% Funds

0.00% Cryptocurrency

By Sector

28.49% Technology

27.78% Industrials

13.87% General

11.73% Consumer Cyclical

9.10% Financial

9.03% Other

Portfolio Holdings

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To view investors' portfolios

ESGU < ETF >

iShares ESG Aware MSCI USA ETF

$133.01

$0.69

(0.52%)

After

0.29%

premium

3K Buy

1K Hold

146 Sell

Moderate Buy

premium

$14.14B

22.44%

QQQ < ETF >

Invesco QQQ Trust

$523.05

$2.22

(0.43%)

After

0.4%

premium

1K Buy

598 Hold

67 Sell

Moderate Buy

premium

$326.31B

22.46%

NVDA

Nvidia

$124.65

$0.95

(0.77%)

After

1.08%

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.16T

97.06%

ABR

Arbor Realty

$13.43

$0.05

(0.37%)

After

0.51%

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$2.52B

-5.77%

AMZN

Amazon

$234.64

$2.43

(1.03%)

After

0.32%

premium

49 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.50T

49.10%

GOOG

Alphabet Class C

$202.63

$5.45

(2.76%)

After

0.32%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.40T

28.83%

MSFT

Microsoft

$414.99

$27.34

(6.18%)

After

0.74%

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.32T

8.26%

RSPF < ETF >

Invesco S&P 500 Equal Weight Financials ETF

$77.61

$1.877

(2.48%)

After

0.15%

premium

527 Buy

377 Hold

44 Sell

Moderate Buy

premium

$324.85M

25.27%

ARCC

Ares Capital

$23.42

$0.24

(1.04%)

After

0.3%

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$15.21B

12.47%

AAPL

Apple

$237.59

$1.77

(0.74%)

After

2.93%

premium

18 Buy

8 Hold

4 Sell

Moderate Buy

premium

$3.58T

27.29%

EPD

Enterprise Products Partners

$34.04

$0.39

(1.16%)

After

<0.01%

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.07B

24.49%

Trane Technologies

$366.32

$2.32

(0.64%)

After

0.63%

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$82.30B

41.22%

CGUS < ETF >

Capital Group Core Equity ETF

$36.36

$0.29

(0.8%)

premium

1K Buy

404 Hold

47 Sell

Moderate Buy

premium

$4.79B

23.82%

BRK.B

Berkshire Hathaway B

$472.35

$3.09

(0.66%)

After

0.07%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

21.21%

ARM

ARM Holdings PLC ADR

$153.23

$5.63

(3.81%)

After

0.7%

premium

14 Buy

3 Hold

1 Sell

Moderate Buy

premium

$157.09B

105.09%

DELL

Dell Technologies

$105.35

$2.25

(2.18%)

After

0.14%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$71.07B

21.58%

NVDL < ETF >

GraniteShares 1.5x Long NVDA Daily ETF

$52.82

$0.53

(1.01%)

After

1.93%

premium

―

premium

$4.39B

142.02%

HWM

Howmet Aerospace

$127.37

$1.01

(0.8%)

After

0.62%

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$51.36B

125.72%

GE Aerospace

$205.57

$6.47

(3.25%)

After

0.11%

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$210.43B

48.66%

MMYT

Makemytrip

$111.45

$2.72

(2.5%)

After

0.35%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.74B

101.16%

ETN

Eaton

$327.10

$9.5

(2.99%)

After

1.28%

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$123.57B

26.90%

ARES

Ares Management

$198.08

$4.66

(2.41%)

After

0.3%

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$60.61B

58.22%

TMHC

Taylor Morrison

$66.58

$2.17

(3.37%)

After

premium

5 Buy

0 Hold

1 Sell

Moderate Buy

premium

$6.88B

21.87%

NCLH

Norwegian Cruise Line

$29.07

$0.61

(2.14%)

After

0.14%

premium

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$12.51B

61.16%

IBIT < ETF >

IShares Bitcoin Trust Registered

$59.72

$0.38

(0.64%)

After

0.03%

premium

―

premium

$57.86B

138.50%

APO

Apollo Global Management

$171.76

$0.66

(0.39%)

After

0.14%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$95.80B

68.41%

PLTR

Palantir Technologies

$81.22

$1.46

(1.83%)

After

0.12%

premium

2 Buy

9 Hold

6 Sell

Hold

premium

$182.77B

376.46%

KNTK

Kinetik

$65.79

$1.06

(1.64%)

After

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$9.99B

93.05%

CYBR

CyberArk Software

$371.63

$3.11

(0.84%)

After

0.9%

premium

27 Buy

1 Hold

0 Sell

Strong Buy

premium

$18.51B

55.28%

GLBE

Global-e Online

$60.64

$0.14

(0.23%)

After

0.1%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.05B

55.37%