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Equity Cash Flow - New Portfolio
CharterHarrison
Equity Cash FlowIndividual Investor
Ranked #112,332 out of 793,971 TipRanks' Investors
Success Rate
129 out of 229
profitable transactions
profitable transactions
Average Return
21.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.89%
6-Month Return▲ 3.22%
12-Month Return▲ 8.10%
YTD Return▼ 1.23%
Total Return▲ 68.84%
Best Trade
Bio
Value ideas with dividends and growth at a reomble
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 3.55%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 5.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.50%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 9.73%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.00%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.80%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.56%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 4.89%
Mar 2025
▼ 13.14%▲ 2.34%▼ 3.55%
▲ 2.93%▲ 2.10%▲ 5.69%
▲ 10.00%▼ 0.89%▼ 0.50%
▲ 26.01%▲ 5.96%▲ 9.73%
▲ 5.33%▼ 2.41%▼ 5.00%
▲ 5.89%▲ 2.69%▲ 8.80%
▼ 12.86%▼ 1.27%▼ 4.56%
▼ 1.28%▼ 6.20%▼ 4.89%
Recent Activity
Marathon Oil
―
▲ 15.84%
4
Close
Nov 21, 2024
Conocophillips
1.28%
▼ 5.39%
1
Open
Nov 21, 2024
Targa Resources
0.16%
▲ 483.76%
4
Sell
Oct 18, 2024
AGNC Investment
0.01%
▼ 9.61%
4
Open
Oct 18, 2024
AbbVie
0.83%
▲ 168.06%
5
Sell
Oct 18, 2024
Delta Air Lines
1.73%
▲ 6.19%
7
Sell
Oct 18, 2024
Snowflake
2.33%
▼ 7.43%
6
Buy
Oct 18, 2024
Williams Co
0.1%
▲ 87.87%
3
Sell
Oct 18, 2024
Eli Lilly & Co
0.66%
▲ 40.92%
3
Sell
Oct 18, 2024
Treace Medical Concepts
3.34%
▲ 12.78%
6
Buy
Oct 18, 2024
Acumen Pharmaceuticals
0.79%
▼ 67.34%
3
Buy
Oct 18, 2024
Nordstrom
0.97%
▲ 33.03%
2
Sell
Oct 18, 2024
Albemarle
1.72%
▼ 26.42%
3
Buy
Oct 18, 2024
American Express
0%
▼ 2.57%
1
Open
Oct 18, 2024
Bank of America
0%
▼ 0.22%
1
Open
Oct 18, 2024
Chevron
0%
▲ 13.35%
1
Open
Oct 18, 2024
Kinross Gold
0%
▲ 19.54%
1
Open
Oct 18, 2024
Kraft Heinz
0%
▼ 13.29%
1
Open
Oct 18, 2024
Coca-Cola
0%
▲ 3.20%
1
Open
Oct 18, 2024
Karat Packaging Inc
0%
▼ 0.87%
1
Open
Oct 18, 2024