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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #42,366 out of 825,786 TipRanks' Investors
Success Rate
154 out of 238
profitable transactions
profitable transactions
Average Return
65.75%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.87%
6-Month Return▲ 40.74%
12-Month Return▲ 45.36%
YTD Return▲ 42.29%
Total Return▲ 142.97%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 4.89%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 2.36%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.95%
May 2025
▲ 9.25%
▲ 5.14%
▲ 9.81%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 5.38%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 9.13%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.11%
Sep 2025
▲ 11.32%
▲ 3.18%
▼ 0.87%
Oct 2025
▼ 6.38%▼ 5.57%▼ 4.89%
▲ 0.80%▼ 0.87%▲ 2.36%
▲ 11.63%▲ 6.28%▲ 4.95%
▲ 9.25%▲ 5.14%▲ 9.81%
▲ 7.60%▲ 2.30%▲ 5.38%
▲ 2.76%▲ 2.05%▲ 9.13%
▲ 12.88%▲ 3.56%▲ 7.11%
▲ 11.32%▲ 3.18%▼ 0.87%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
1.81%
▲ 63.86%
6
Buy
May 14, 2025
AGNC Investment
0.1%
▲ 4.48%
5
Buy
May 14, 2025
Twilio
0.28%
▲ 51.66%
5
Buy
May 14, 2025
Amazon
1.17%
▲ 81.41%
3
Buy
May 14, 2025
Marvell
0.91%
▲ 60.42%
3
Buy
May 14, 2025
Williams Co
0.58%
▲ 54.63%
4
Buy
May 14, 2025
Microsoft
1.37%
▲ 33.62%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.37%
▲ 7.98%
4
Buy
May 14, 2025
Dutch Bros Inc
1.46%
▲ 109.11%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 33.17%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.68%
▼ 19.31%
1
Open
Nov 21, 2024
Targa Resources
0.08%
▲ 345.97%
4
Sell
Oct 18, 2024
AbbVie
0.57%
▲ 195.33%
5
Sell
Oct 18, 2024
Delta Air Lines
1.49%
▲ 44.48%
7
Sell
Oct 18, 2024
Snowflake
2.73%
▲ 37.47%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.41%
▲ 39.40%
3
Sell
Oct 18, 2024
Treace Medical Concepts
1.66%
▼ 11.96%
6
Buy
Oct 18, 2024