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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #37,829 out of 815,638 TipRanks' Investors
Success Rate
159 out of 238
profitable transactions
profitable transactions
Average Return
52.30%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.14%
6-Month Return▲ 28.55%
12-Month Return▲ 46.83%
YTD Return▲ 33.49%
Total Return▲ 127.93%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▲ 5.38%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 8.71%
Aug 2025
▲ 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%
▲ 27.88%▲ 2.30%▲ 5.38%
▲ 6.52%▲ 2.30%▲ 8.71%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
2.01%
▲ 45.70%
6
Buy
May 14, 2025
AGNC Investment
0.12%
▲ 0.69%
5
Buy
May 14, 2025
Twilio
0.32%
▲ 40.16%
5
Buy
May 14, 2025
Amazon
1.44%
▲ 80.48%
3
Buy
May 14, 2025
Marvell
0.94%
▲ 33.00%
3
Buy
May 14, 2025
Williams Co
0.72%
▲ 54.70%
4
Buy
May 14, 2025
Microsoft
1.59%
▲ 25.03%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
1.05%
▼ 33.59%
4
Buy
May 14, 2025
Dutch Bros Inc
2.3%
▲ 164.68%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 40.74%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.94%
▼ 10.32%
1
Open
Nov 21, 2024
Targa Resources
0.1%
▲ 386.60%
4
Sell
Oct 18, 2024
AbbVie
0.65%
▲ 170.97%
5
Sell
Oct 18, 2024
Delta Air Lines
1.92%
▲ 50.17%
7
Sell
Oct 18, 2024
Snowflake
2.52%
▲ 12.28%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.46%
▲ 25.80%
3
Sell
Oct 18, 2024
Treace Medical Concepts
2.33%
▼ 0.26%
6
Buy
Oct 18, 2024