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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #60,623 out of 807,269 TipRanks' Investors
Success Rate
154 out of 238
profitable transactions
profitable transactions
Average Return
34.84%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.32%
6-Month Return▲ 15.66%
12-Month Return▲ 27.71%
YTD Return▲ 18.50%
Total Return▲ 102.34%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 5.16%
Dec 2024
▲ 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
▲ 2.03%
▲ 0.40%
▲ 1.69%
Jul 2025
▲ 5.10%▼ 2.41%▼ 5.16%
▲ 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%
▲ 2.03%▲ 0.40%▲ 1.69%
Recent Activity
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
2.24%
▲ 45.41%
6
Buy
May 14, 2025
AGNC Investment
0.13%
▼ 3.01%
5
Buy
May 14, 2025
Twilio
0.43%
▲ 65.94%
5
Buy
May 14, 2025
Amazon
1.54%
▲ 72.79%
3
Buy
May 14, 2025
Marvell
1.01%
▲ 27.85%
3
Buy
May 14, 2025
Williams Co
0.81%
▲ 55.24%
4
Buy
May 14, 2025
Microsoft
1.74%
▲ 22.34%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.02%
▼ 42.19%
4
Buy
May 14, 2025
Dutch Bros Inc
2.32%
▲ 138.94%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 26.27%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
1.03%
▼ 12.97%
1
Open
Nov 21, 2024
Targa Resources
0.12%
▲ 410.72%
4
Sell
Oct 18, 2024
AbbVie
0.67%
▲ 145.04%
5
Sell
Oct 18, 2024
Delta Air Lines
1.77%
▲ 23.41%
7
Sell
Oct 18, 2024
Snowflake
3.13%
▲ 20.68%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.55%
▲ 32.96%
3
Sell
Oct 18, 2024
Treace Medical Concepts
2.16%
▼ 17.20%
6
Buy
Oct 18, 2024
Albemarle
1.48%
▼ 27.79%
3
Buy
Oct 18, 2024