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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #210,688 out of 789,901 TipRanks' Investors
Success Rate
160 out of 317
profitable transactions
profitable transactions
Average Return
18.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.94%
6-Month Return▲ 2.11%
12-Month Return▲ 1.81%
YTD Return▼ 8.67%
Total Return▲ 113.89%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▼ 3.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.73%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 1.48%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.09%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 3.03%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.78%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.79%
Feb 2025
▲ 8.13%▲ 1.21%▼ 3.38%
▼ 13.14%▲ 2.34%▲ 1.52%
▲ 2.93%▲ 2.10%▲ 1.73%
▲ 10.01%▼ 0.89%▲ 1.48%
▲ 26.01%▲ 5.96%▲ 6.09%
▲ 5.96%▼ 2.41%▼ 3.03%
▲ 5.25%▲ 2.69%▼ 0.78%
▼ 12.86%▼ 1.27%▼ 3.79%
Recent Activity
Microsoft
1.91%
▲ 158.25%
2
Sell
Mar 03, 2025
Trane Technologies
―
▲ 10.71%
2
Sell
Mar 03, 2025
MicroSectors FANG+ ETN
1.83%
▼ 11.35%
1
Open
Feb 18, 2025
Eaton
―
▼ 7.29%
3
Close
Feb 14, 2025
Palantir Technologies
―
▲ 43.29%
2
Close
Feb 04, 2025
Exlservice Holdings
1.61%
▼ 5.59%
1
Open
Feb 04, 2025
Alaska Air
1.61%
▼ 7.48%
1
Open
Feb 04, 2025
Sprouts Farmers
1.93%
▼ 11.38%
1
Open
Feb 04, 2025
Clear Secure
―
▼ 26.87%
5
Close
Jan 30, 2025
CyberArk Software
1.64%
▼ 4.06%
1
Open
Jan 29, 2025
Global-e Online
1.16%
▼ 32.33%
1
Open
Jan 29, 2025
Kinetik
2.01%
▼ 12.67%
1
Open
Jan 17, 2025
FTAI Aviation
―
▲ 5.79%
5
Close
Dec 16, 2024
Nvidia
8.58%
▲ 162.60%
10
Sell
Dec 12, 2024
Ares Management
1.92%
▼ 2.54%
2
Buy
Dec 11, 2024
Apollo Global Management
1.4%
▼ 15.93%
1
Open
Dec 09, 2024
IShares Bitcoin Trust Registered
1.52%
▼ 10.21%
1
Open
Dec 02, 2024
Radnet
―
▲ 15.93%
3
Close
Nov 20, 2024
Norwegian Cruise Line
1.41%
▼ 21.24%
1
Open
Nov 12, 2024
Taylor Morrison
1.42%
▼ 17.52%
1
Open
Nov 08, 2024