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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #96,257 out of 800,570 TipRanks' Investors
Success Rate
140 out of 238
profitable transactions
profitable transactions
Average Return
25.58%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.25%
6-Month Return▲ 2.06%
12-Month Return▲ 19.66%
YTD Return▲ 5.55%
Total Return▲ 80.23%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.50%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 9.73%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 5.16%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 8.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.56%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.89%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 2.30%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 4.46%
May 2025
▲ 9.99%▼ 0.89%▼ 0.50%
▲ 25.97%▲ 5.96%▲ 9.73%
▲ 5.42%▼ 2.41%▼ 5.16%
▲ 6.01%▲ 2.69%▲ 8.81%
▼ 12.86%▼ 1.27%▼ 4.56%
▼ 1.80%▼ 5.57%▼ 4.89%
▲ 1.76%▼ 0.87%▲ 2.30%
▲ 9.98%▲ 5.15%▲ 4.46%
Recent Activity
Qualcomm
2.26%
▲ 33.59%
6
Buy
May 14, 2025
AGNC Investment
0.13%
▼ 9.17%
5
Buy
May 14, 2025
Twilio
0.44%
▲ 57.46%
5
Buy
May 14, 2025
Amazon
1.55%
▲ 59.98%
3
Buy
May 14, 2025
Marvell
0.95%
▲ 9.90%
3
Buy
May 14, 2025
Williams Co
0.88%
▲ 54.11%
4
Buy
May 14, 2025
Microsoft
1.74%
▲ 12.05%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
0.95%
▼ 50.79%
4
Buy
May 14, 2025
Dutch Bros Inc
2.62%
▲ 147.51%
2
Sell
May 14, 2025
Nordstrom
0.02%
▲ 34.17%
3
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 6.46%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
1.01%
▼ 21.74%
1
Open
Nov 21, 2024
Targa Resources
0.12%
▲ 365.88%
4
Sell
Oct 18, 2024
AbbVie
0.7%
▲ 135.70%
5
Sell
Oct 18, 2024
Delta Air Lines
1.86%
▲ 18.48%
7
Sell
Oct 18, 2024
Snowflake
3.11%
▲ 13.29%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.55%
▲ 22.28%
3
Sell
Oct 18, 2024
Treace Medical Concepts
2.33%
▼ 18.01%
6
Buy
Oct 18, 2024
Albemarle
1.33%
▼ 40.81%
3
Buy
Oct 18, 2024