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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #32,236 out of 822,356 TipRanks' Investors
Success Rate
160 out of 238
profitable transactions
profitable transactions
Average Return
68.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.23%
6-Month Return▲ 54.67%
12-Month Return▲ 52.66%
YTD Return▲ 46.49%
Total Return▲ 150.14%
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
▲ 4.13%
▲ 1.04%
▲ 2.06%
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%
▲ 4.13%▲ 1.04%▲ 2.06%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
1.7%
▲ 53.86%
6
Buy
May 14, 2025
AGNC Investment
0.1%
▲ 5.25%
5
Buy
May 14, 2025
Twilio
0.29%
▲ 54.97%
5
Buy
May 14, 2025
Amazon
1.14%
▲ 77.41%
3
Buy
May 14, 2025
Marvell
0.94%
▲ 64.50%
3
Buy
May 14, 2025
Williams Co
0.64%
▲ 72.33%
4
Buy
May 14, 2025
Microsoft
1.33%
▲ 29.50%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.14%
▼ 10.17%
4
Buy
May 14, 2025
Dutch Bros Inc
1.22%
▲ 73.28%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 38.55%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.73%
▼ 14.12%
1
Open
Nov 21, 2024
Targa Resources
0.09%
▲ 396.38%
4
Sell
Oct 18, 2024
AbbVie
0.59%
▲ 201.16%
5
Sell
Oct 18, 2024
Delta Air Lines
1.45%
▲ 40.02%
7
Sell
Oct 18, 2024
Snowflake
2.54%
▲ 30.39%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.43%
▲ 44.92%
3
Sell
Oct 18, 2024
Treace Medical Concepts
1.56%
▼ 17.20%
6
Buy
Oct 18, 2024