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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #41,459 out of 818,742 TipRanks' Investors
Success Rate
157 out of 238
profitable transactions
profitable transactions
Average Return
54.76%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.34%
6-Month Return▲ 32.33%
12-Month Return▲ 41.58%
YTD Return▲ 34.82%
Total Return▲ 130.21%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 5.38%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 9.13%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 0.61%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▲ 5.38%
▲ 4.87%▲ 2.05%▲ 9.13%
▲ 8.21%▲ 2.19%▲ 0.61%
Recent Activity
Verve Therapeutics
―
▲ 31.18%
4
Close
Jul 24, 2025
Nordstrom
―
▲ 34.17%
4
Close
May 20, 2025
Qualcomm
2.01%
▲ 51.56%
6
Buy
May 14, 2025
AGNC Investment
0.12%
▲ 4.69%
5
Buy
May 14, 2025
Twilio
0.32%
▲ 40.68%
5
Buy
May 14, 2025
Amazon
1.41%
▲ 82.45%
3
Buy
May 14, 2025
Marvell
0.87%
▲ 26.23%
3
Buy
May 14, 2025
Williams Co
0.72%
▲ 60.17%
4
Buy
May 14, 2025
Microsoft
1.55%
▲ 25.84%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
0.91%
▼ 40.27%
4
Buy
May 14, 2025
Dutch Bros Inc
1.77%
▲ 109.51%
2
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 31.70%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
0.87%
▼ 14.05%
1
Open
Nov 21, 2024
Targa Resources
0.1%
▲ 390.57%
4
Sell
Oct 18, 2024
AbbVie
0.67%
▲ 187.58%
5
Sell
Oct 18, 2024
Delta Air Lines
1.79%
▲ 44.19%
7
Sell
Oct 18, 2024
Snowflake
2.66%
▲ 18.67%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.46%
▲ 30.25%
3
Sell
Oct 18, 2024
Treace Medical Concepts
2.14%
▼ 5.37%
6
Buy
Oct 18, 2024