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Milestone Wealth Strategies - New Portfolio

James Scott

Milestone Wealth Strategies
Individual Investor
Ranked #90,295 out of 732,075 TipRanks' Investors
Success Rate
54%
139 out of 256
profitable transactions
Average Return
21.97%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.29% NVDA
9.05% MSFT
6.00% IWM
5.04% PSN
4.62% QQQ
63.00% Others
By Assets
46.14% Stocks
34.98% Cash
16.22% ETFs
2.66% Funds
0.00% Cryptocurrency
By Sector
32.06% Technology
29.04% General
11.42% Energy
9.07% Financial
6.12% Industrials
12.28% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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COWZ
COWZ
< ETF >
Pacer US Cash Cows 100 ETF
$54.78
$0.19
(0.35%)
$62.08
(13.33% Upside)
533 Buy
525 Hold
77 Sell
Moderate Buy
premium
$22.62B
25.09%
ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$112.40
$1.42
(1.28%)
$125.51
(11.66% Upside)
3K Buy
2K Hold
198 Sell
Moderate Buy
premium
$12.40B
27.85%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$435.48
$8.58
(2.01%)
$490.63
(12.66% Upside)
1K Buy
599 Hold
77 Sell
Moderate Buy
premium
$248.51B
38.66%
NVDA
Nvidia
$887.89
$29.72
(3.46%)
$1,005.59
(13.26% Upside)
39 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.22T
209.68%
ABR
Arbor Realty
$12.89
$0.19
(1.45%)
$13.85
(7.45% Upside)
1 Buy
2 Hold
2 Sell
Hold
premium
$2.43B
33.71%
CCD
CCD
< FUND >
Calamos Dynamic Convertible & Income Fund
$22.48
$0.12
(0.54%)
premium
$586.30M
14.40%
STK
STK
< FUND >
Columbia Seligman Premium Technology Growth Func Inc
$31.05
$0.36
(1.17%)
premium
$513.97M
26.97%
AMZN
Amazon
$186.21
$1.49
(0.81%)
$219.50
(17.88% Upside)
41 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.94T
76.23%
MSFT
Microsoft
$406.66
$8.82
(2.22%)
$489.56
(20.39% Upside)
31 Buy
1 Hold
1 Sell
Strong Buy
premium
$3.02T
31.98%
RSPF
RSPF
< ETF >
Invesco S&P 500 Equal Weight Financials ETF
$61.14
$0.33
(0.54%)
$66.92
(9.46% Upside)
523 Buy
402 Hold
52 Sell
Moderate Buy
premium
$261.18M
27.05%