Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #31,448 out of 858,889 TipRanks' Investors
Success Rate
162 out of 238
profitable transactions
profitable transactions
Average Return
67.28%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.65%
6-Month Return▲ 4.93%
12-Month Return▲ 64.10%
YTD Return▲ 4.03%
Total Return▲ 161.65%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 7.11%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.25%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.84%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.97%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.24%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 4.42%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.98%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.01%
Apr 2026
▲ 12.88%▲ 3.56%▲ 7.11%
▲ 10.96%▲ 2.38%▼ 0.25%
▼ 3.68%▲ 0.19%▲ 0.84%
▼ 0.10%▲ 0.08%▲ 1.97%
▲ 4.06%▲ 1.47%▲ 5.24%
▼ 1.12%▼ 0.86%▲ 4.42%
▲ 0.60%▼ 4.94%▼ 8.98%
▲ 4.89%▲ 4.48%▲ 4.01%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
1.35%
▲ 18.80%
6
Buy
May 14, 2025
AGNC Investment
0.11%
▲ 13.19%
5
Buy
May 14, 2025
Twilio
0.31%
▲ 59.86%
5
Buy
May 14, 2025
Amazon
1.25%
▲ 87.77%
3
Buy
May 14, 2025
Marvell
1.35%
▲ 128.93%
3
Buy
May 14, 2025
Williams Co
0.76%
▲ 100.47%
4
Buy
May 14, 2025
Microsoft
0.97%
▼ 8.32%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.56%
▲ 18.02%
4
Buy
May 14, 2025
Dutch Bros Inc
1.47%
▲ 102.02%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 1.98%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.98%
▲ 14.19%
1
Open
Nov 21, 2024
Targa Resources
0.13%
▲ 624.50%
4
Sell
Oct 18, 2024
AbbVie
0.55%
▲ 174.97%
5
Sell
Oct 18, 2024
Delta Air Lines
1.78%
▲ 67.21%
7
Sell
Oct 18, 2024
Snowflake
1.27%
▼ 16.53%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.49%
▲ 61.49%
3
Sell
Oct 18, 2024
Treace Medical Concepts
0.48%
▼ 75.67%
6
Buy
Oct 18, 2024