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Milestone Wealth Strategies - New Portfolio
James Scott
Milestone Wealth StrategiesIndividual Investor
Ranked #87,510 out of 730,199 TipRanks' Investors
Success Rate
136 out of 253
profitable transactions
profitable transactions
Average Return
21.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.65%
6-Month Return▲ 18.05%
12-Month Return▲ 31.01%
YTD Return▲ 3.86%
Total Return▲ 107.20%
Best Trade
Bio
Investing within the strongest sectors/subsectors through carefully implementing a combination of tools: A.I., technical, & fundamental analysis.
Performance
14.09%0-14.09%
▼ 4.52%
▼ 4.74%
▼ 4.28%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 5.53%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 9.51%
Nov 2023
▲ 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
▼ 14.09%
▼ 3.33%
▼ 4.75%
Apr 2024
▼ 4.52%▼ 4.74%▼ 4.28%
▼ 6.45%▼ 2.17%▼ 5.53%
▲ 9.22%▲ 9.13%▲ 9.51%
▲ 5.14%▲ 4.57%▲ 4.84%
▼ 1.87%▲ 1.59%▼ 0.35%
▲ 14.08%▲ 5.22%▲ 4.85%
▲ 5.05%▲ 3.27%▲ 4.37%
▼ 14.09%▼ 3.33%▼ 4.75%