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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #28,434 out of 833,681 TipRanks' Investors
Success Rate
163 out of 238
profitable transactions
profitable transactions
Average Return
69.46%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.80%
6-Month Return▲ 28.76%
12-Month Return▲ 48.54%
YTD Return▲ 50.58%
Total Return▲ 157.12%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 0.24%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.81%
Nov 2025
▲ 0.76%
▲ 0.97%
▲ 4.32%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▼ 0.24%
▼ 3.57%▲ 0.19%▲ 0.81%
▲ 0.76%▲ 0.97%▲ 4.32%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
1.8%
▲ 61.08%
6
Buy
May 14, 2025
AGNC Investment
0.11%
▲ 11.77%
5
Buy
May 14, 2025
Twilio
0.36%
▲ 91.55%
5
Buy
May 14, 2025
Amazon
1.2%
▲ 82.86%
3
Buy
May 14, 2025
Marvell
0.9%
▲ 56.03%
3
Buy
May 14, 2025
Williams Co
0.62%
▲ 63.49%
4
Buy
May 14, 2025
Microsoft
1.25%
▲ 20.35%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.34%
▲ 3.68%
4
Buy
May 14, 2025
Dutch Bros Inc
1.64%
▲ 129.65%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 33.12%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.73%
▼ 15.05%
1
Open
Nov 21, 2024
Targa Resources
0.1%
▲ 448.01%
4
Sell
Oct 18, 2024
AbbVie
0.59%
▲ 200.12%
5
Sell
Oct 18, 2024
Delta Air Lines
1.82%
▲ 73.35%
7
Sell
Oct 18, 2024
Snowflake
2.32%
▲ 21.26%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.55%
▲ 83.90%
3
Sell
Oct 18, 2024
Treace Medical Concepts
0.61%
▼ 68.01%
6
Buy
Oct 18, 2024