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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #47,804 out of 812,326 TipRanks' Investors
Success Rate
154 out of 238
profitable transactions
profitable transactions
Average Return
45.60%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.36%
6-Month Return▲ 13.66%
12-Month Return▲ 44.57%
YTD Return▲ 24.86%
Total Return▲ 113.19%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 8.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.89%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 2.36%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.95%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.81%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 5.38%
Jul 2025
▲ 0.42%
▲ 0.11%
▲ 1.68%
Aug 2025
▲ 6.03%▲ 2.69%▲ 8.81%
▼ 12.86%▼ 1.27%▼ 4.56%
▼ 1.80%▼ 5.57%▼ 4.89%
▲ 1.84%▼ 0.87%▲ 2.36%
▲ 12.20%▲ 6.28%▲ 4.95%
▲ 6.24%▲ 5.14%▲ 9.81%
▲ 27.86%▲ 2.30%▲ 5.38%
▲ 0.42%▲ 0.11%▲ 1.68%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
1.95%
▲ 33.05%
6
Buy
May 14, 2025
AGNC Investment
0.13%
▼ 2.21%
5
Buy
May 14, 2025
Twilio
0.41%
▲ 66.30%
5
Buy
May 14, 2025
Amazon
1.49%
▲ 75.76%
3
Buy
May 14, 2025
Marvell
1.01%
▲ 34.89%
3
Buy
May 14, 2025
Williams Co
0.77%
▲ 55.78%
4
Buy
May 14, 2025
Microsoft
1.74%
▲ 28.30%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.14%
▼ 32.15%
4
Buy
May 14, 2025
Dutch Bros Inc
2.35%
▲ 154.05%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 34.27%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.95%
▼ 15.87%
1
Open
Nov 21, 2024
Targa Resources
0.11%
▲ 391.66%
4
Sell
Oct 18, 2024
AbbVie
0.66%
▲ 158.99%
5
Sell
Oct 18, 2024
Delta Air Lines
1.79%
▲ 31.47%
7
Sell
Oct 18, 2024
Snowflake
2.76%
▲ 14.47%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.43%
▲ 9.57%
3
Sell
Oct 18, 2024
Treace Medical Concepts
1.9%
▼ 23.65%
6
Buy
Oct 18, 2024