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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #133,926 out of 747,498 TipRanks' Investors
Success Rate
147 out of 280
profitable transactions
profitable transactions
Average Return
21.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.09%
6-Month Return▲ 8.61%
12-Month Return▲ 16.10%
YTD Return▲ 8.93%
Total Return▲ 117.31%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 4.84%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.35%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.37%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 3.04%
Jun 2024
▲ 29.87%
▲ 0.88%
▼ 3.37%
Jul 2024
▲ 5.14%▲ 4.57%▲ 4.84%
▼ 1.87%▲ 1.59%▼ 0.35%
▲ 14.08%▲ 5.22%▲ 4.85%
▲ 5.05%▲ 3.27%▲ 4.37%
▼ 12.40%▼ 4.03%▼ 4.82%
▲ 11.46%▲ 5.06%▲ 5.41%
▼ 2.25%▲ 3.53%▲ 3.04%
▲ 29.87%▲ 0.88%▼ 3.37%
Recent Activity
GraniteShares 1.5x Long NVDA Daily ETF
1.03%
▼ 0.11%
1
Open
Jul 17, 2024
Nutanix
―
▼ 21.05%
2
Close
Jul 16, 2024
Freshpet
―
▼ 8.80%
2
Close
Jul 16, 2024
Hims & Hers Health
―
▼ 0.14%
2
Close
Jul 12, 2024
Napco Security Technologies
2.03%
▼ 2.41%
1
Open
Jul 12, 2024
FTAI Aviation
2.13%
▲ 4.44%
1
Open
Jul 12, 2024
Apple
1.97%
▲ 0.55%
4
Open
Jul 11, 2024
Dell Technologies
1.81%
▼ 10.61%
1
Open
Jul 11, 2024
Parsons
―
▲ 9.68%
3
Close
Jul 10, 2024
Carrier Global
―
▲ 4.69%
2
Close
Jul 10, 2024
Itron
―
▼ 7.02%
2
Close
Jul 10, 2024
Celestica
1.84%
▼ 8.09%
1
Open
Jul 10, 2024
Royal Caribbean
―
▲ 3.45%
1
Open
Jul 10, 2024
Pacer US Cash Cows 100 ETF
―
▲ 25.14%
3
Close
Jul 09, 2024
RxSight
―
▼ 6.51%
2
Close
Jul 09, 2024
Chipotle
―
▼ 6.58%
2
Close
Jul 09, 2024
Berkshire Hathaway B
―
▲ 0.24%
2
Close
Jul 09, 2024
Taiwan Semiconductor Manufacturing
1.8%
▼ 10.16%
1
Open
Jul 09, 2024
Valero Energy
―
▲ 4.64%
4
Close
Jul 08, 2024
Williams Co
―
▲ 32.56%
2
Close
Jul 08, 2024