Education
About Us
Working with TipRanks
Follow Us
Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #232,621 out of 822,572 TipRanks' Investors
Success Rate
180 out of 330
profitable transactions
profitable transactions
Average Return
24.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.79%
6-Month Return▲ 43.13%
12-Month Return▲ 16.10%
YTD Return▲ 16.49%
Total Return▲ 169.56%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 9.42%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 0.01%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 11.28%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.54%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.14%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.53%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.90%
Sep 2025
▲ 6.67%
▲ 0.75%
▲ 1.86%
Oct 2025
▼ 6.38%▼ 5.57%▼ 9.42%
▲ 0.80%▼ 0.87%▼ 0.01%
▲ 11.63%▲ 6.28%▲ 11.28%
▲ 9.25%▲ 5.14%▲ 8.54%
▲ 7.60%▲ 2.30%▲ 6.14%
▲ 2.76%▲ 2.05%▼ 0.53%
▲ 12.88%▲ 3.56%▲ 3.90%
▲ 6.67%▲ 0.75%▲ 1.86%
Recent Activity
Taylor Morrison
―
▼ 14.15%
2
Close
Oct 08, 2025
Ares Management
―
▼ 12.87%
3
Close
Oct 07, 2025
Apollo Global Management
―
▼ 26.18%
2
Close
Oct 07, 2025
Cal-Maine Foods
0%
▼ 15.80%
2
Sell
Oct 07, 2025
Advanced Energy
5.53%
▼ 0.61%
3
Open
Sep 10, 2025
Apple
―
▲ 1.38%
5
Close
Sep 10, 2025
Intercontinental Exchange
―
▼ 2.11%
4
Close
Sep 10, 2025
Innovator IBD 50 ETF
5.58%
▲ 8.85%
3
Open
Sep 04, 2025
Marex Group plc
―
▼ 25.55%
3
Close
Aug 12, 2025
Sprouts Farmers
―
▼ 5.37%
3
Close
Jul 29, 2025
Cadence Design
―
▲ 14.35%
2
Close
Jul 29, 2025
FS KKR Capital
―
▲ 6.36%
4
Close
Jul 28, 2025
Veeva Systems
1.36%
▲ 4.36%
1
Open
Jul 23, 2025
VanEck Uranium + Nuclear Energy ETF
2.35%
▲ 27.38%
1
Open
Jul 17, 2025
Dell Technologies
4.19%
▲ 28.01%
3
Buy
Jul 16, 2025
Howmet Aerospace
1.79%
▲ 66.24%
3
Buy
Jul 15, 2025
Exlservice Holdings
―
▼ 14.71%
2
Close
Jun 25, 2025
Makemytrip
―
▼ 11.62%
2
Close
Jun 18, 2025
Palomar Holdings
1.28%
▼ 26.94%
1
Open
May 27, 2025
Kinetik
―
▼ 31.46%
2
Close
May 12, 2025