Stocks
ETFs
Options
Commodities
Crypto
Currency
Pro Newsletters
Research Tools
Daily Feeds
Calendars
Economic Indicators
Class Actions
Calculators
Education
About Us
Working with TipRanks
Follow Us
Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #155,726 out of 775,923 TipRanks' Investors
Success Rate
168 out of 308
profitable transactions
profitable transactions
Average Return
21.37%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.35%
6-Month Return▲ 5.65%
12-Month Return▲ 18.37%
YTD Return▲ 18.76%
Total Return▲ 136.83%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.04%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 3.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.47%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 1.93%
Dec 2024
▲ 11.46%▲ 5.06%▲ 5.41%
▼ 2.25%▲ 3.53%▲ 3.04%
▲ 25.71%▲ 1.21%▼ 3.38%
▼ 4.22%▲ 2.34%▲ 1.52%
▲ 7.82%▲ 2.10%▲ 1.73%
▲ 5.38%▼ 0.89%▲ 1.47%
▲ 43.22%▲ 5.96%▲ 6.09%
▲ 3.34%▼ 1.56%▼ 1.93%
Recent Activity
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
11.64%
▲ 210.13%
10
Sell
Dec 12, 2024
Ares Management
2.28%
▲ 1.06%
2
Buy
Dec 11, 2024
Apollo Global Management
1.9%
▼ 0.83%
1
Open
Dec 09, 2024
Palantir Technologies
2.18%
▲ 11.16%
1
Open
Dec 09, 2024
IShares Bitcoin Trust Registered
1.95%
▲ 0.64%
1
Open
Dec 02, 2024
Radnet
―
▲ 15.93%
3
Close
Nov 20, 2024
Norwegian Cruise Line
1.99%
▼ 3.44%
1
Open
Nov 12, 2024
Taylor Morrison
1.61%
▼ 18.56%
1
Open
Nov 08, 2024
Clear Secure
2.62%
▼ 16.93%
3
Buy
Nov 07, 2024
Taiwan Semiconductor Manufacturing
―
▲ 5.02%
2
Close
Nov 06, 2024
HEICO
―
▲ 7.73%
4
Close
Nov 04, 2024
iShares U.S. Home Construction ETF
―
▲ 21.05%
4
Close
Oct 23, 2024
Ally Financial
―
▼ 5.90%
2
Close
Oct 22, 2024
GraniteShares 1.5x Long NVDA Daily ETF
2.67%
▲ 5.58%
3
Buy
Oct 22, 2024
Smartsheet
―
▲ 6.09%
2
Close
Oct 08, 2024
Coca-Cola Europacific Partners
―
▲ 17.76%
2
Close
Sep 30, 2024
Eaton
2.03%
▲ 2.30%
1
Open
Sep 30, 2024
Intercontinental Exchange
―
▼ 2.57%
2
Close
Sep 27, 2024
iShares U.S. Medical Devices ETF
―
▲ 6.61%
2
Close
Sep 26, 2024