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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #87,099 out of 799,891 TipRanks' Investors
Success Rate
145 out of 238
profitable transactions
profitable transactions
Average Return
26.04%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.54%
6-Month Return▲ 5.21%
12-Month Return▲ 16.17%
YTD Return▲ 6.60%
Total Return▲ 82.02%
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
▲ 5.41%
▼ 2.41%
▼ 5.16%
Dec 2024
▲ 6.02%
▲ 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
▲ 11.76%
▲ 7.15%
▲ 5.50%
May 2025
▲ 9.99%▼ 0.89%▼ 0.50%
▲ 25.97%▲ 5.96%▲ 9.73%
▲ 5.41%▼ 2.41%▼ 5.16%
▲ 6.02%▲ 2.69%▲ 8.81%
▼ 12.86%▼ 1.27%▼ 4.56%
▼ 1.80%▼ 5.57%▼ 4.89%
▲ 1.76%▼ 0.87%▲ 2.30%
▲ 11.76%▲ 7.15%▲ 5.50%
Recent Activity
Qualcomm
2.35%
▲ 39.33%
6
Buy
May 14, 2025
AGNC Investment
0.14%
▼ 6.74%
5
Buy
May 14, 2025
Twilio
0.44%
▲ 57.82%
5
Buy
May 14, 2025
Amazon
1.57%
▲ 62.39%
3
Buy
May 14, 2025
Marvell
0.96%
▲ 11.16%
3
Buy
May 14, 2025
Williams Co
0.89%
▲ 56.22%
4
Buy
May 14, 2025
Microsoft
1.75%
▲ 13.04%
3
Buy
May 14, 2025
Acumen Pharmaceuticals
0.98%
▼ 48.88%
4
Buy
May 14, 2025
Dutch Bros Inc
2.75%
▲ 159.98%
2
Sell
May 14, 2025
Nordstrom
0.02%
▲ 34.06%
3
Sell
May 14, 2025
Aldeyra Therapeutics
0%
▲ 8.08%
6
Open
May 06, 2025
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
1.06%
▼ 17.86%
1
Open
Nov 21, 2024
Targa Resources
0.13%
▲ 382.11%
4
Sell
Oct 18, 2024
AbbVie
0.71%
▲ 139.80%
5
Sell
Oct 18, 2024
Delta Air Lines
1.95%
▲ 25.05%
7
Sell
Oct 18, 2024
Snowflake
2.78%
▲ 5.62%
6
Buy
Oct 18, 2024
Eli Lilly & Co
0.58%
▲ 29.11%
3
Sell
Oct 18, 2024
Treace Medical Concepts
2.57%
▼ 9.54%
6
Buy
Oct 18, 2024
Albemarle
1.36%
▼ 39.48%
3
Buy
Oct 18, 2024