New Portfolio - New Portfolio

Gordon Echols

New Portfolio
Individual Investor
Ranked #35,255 out of 748,866 TipRanks' Investors
Success Rate
75%
83 out of 111
profitable transactions
Average Return
10.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.33%
6-Month Return▲ 7.09%
12-Month Return▲ 9.74%
YTD Return▲ 7.69%
Total Return▲ 51.57%

Best Trade

Opened at
Closed at-
Gain▲ 122.42%

Bio

Income

Performance

24.15%0-24.15%
▲ 5.14%
▲ 4.57%
▲ 2.08%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.17%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.74%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.83%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.77%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 24.15%
▲ 0.04%
▼ 0.33%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.08%
▼ 1.87%▲ 1.59%▼ 0.17%
▲ 14.08%▲ 5.22%▲ 3.00%
▲ 5.05%▲ 3.27%▲ 2.74%
▼ 12.40%▼ 4.03%▼ 0.83%
▲ 11.46%▲ 5.06%▲ 2.77%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 24.15%▲ 0.04%▼ 0.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS Nasdaq 100 High Income ETF
13.31%
▲ 0.47%
2
Buy
Jun 25, 2024
Global X NASDAQ 100 Covered Call ETF
▲ 23.25%
5
Close
May 03, 2024
Global X S&P 500 Risk Managed Income ETF
▲ 5.12%
9
Close
May 03, 2024
NEOS S&P 500 High Income ETF
15.01%
▲ 11.37%
2
Buy
May 03, 2024
Blackstone Secured Lending Fund
4.08%
▲ 5.37%
3
Buy
Mar 29, 2024
YieldMax TSLA Option Income Strategy ETF
▼ 24.58%
2
Close
Feb 26, 2024
Hess Midstream Partners
0%
▲ 11.22%
1
Open
Feb 26, 2024
KraneShares China Internet and Covered Call Strategy ETF
3.91%
▲ 3.72%
7
Buy
Feb 20, 2024
Global X Russell 2000 Covered Call ETF
▼ 13.74%
4
Close
Nov 19, 2023
Southern Co
24.77%
▲ 116.44%
4
Sell
Nov 01, 2023
Simplify Volatility Premium ETF
6.7%
▲ 15.76%
7
Buy
Oct 22, 2023
J.P. Morgan Nasdaq Equity Premium Income ETF
15.97%
▲ 33.27%
9
Buy
Sep 11, 2023
Global X S&P 500 Covered Call ETF
▲ 7.79%
2
Close
Aug 10, 2023
Guggenheim Strategic Opportunities Fund
▲ 5.71%
2
Close
Aug 04, 2023
PIMCO Dynamic
▲ 6.46%
5
Close
Jul 07, 2023
iShares High Yield Corporate Bond BuyWrite Strategy ETF
▲ 0.63%
2
Close
Jul 07, 2023
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
▲ 0.33%
2
Close
Jul 07, 2023
iShares Investment Grade Corporate Bond BuyWrite Strategy ETF
▲ 1.02%
2
Close
Jul 07, 2023
Tekla World Healthcare Fund
▲ 37.59%
4
Close
Jan 16, 2023
Special Opportunities Fund Inc
▲ 2.72%
2
Close
Jan 16, 2023