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******03 - New Portfolio

Caleb Woodard

******03
Individual Investor
Ranked #96,216 out of 747,498 TipRanks' Investors
Success Rate
100%
10 out of 10
profitable transactions
Average Return
26.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.64%
6-Month Return▲ 56.64%
12-Month Return▲ 52.34%
YTD Return▲ 50.44%
Total Return▲ 75.56%

Best Trade

Opened at
Closed at-
Gain▲ 54.59%

Bio

Performance

43.43%0-43.43%
▲ 5.14%
▲ 4.57%
▲ 2.94%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.70%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.95%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 43.43%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.27%
May 2024
▼ 2.25%
▲ 3.53%
▼ 9.27%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 8.81%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.94%
▼ 1.87%▲ 1.59%▼ 0.70%
▲ 14.08%▲ 5.22%▼ 0.95%
▲ 5.05%▲ 3.27%▲ 43.43%
▼ 12.40%▼ 4.03%▼ 2.03%
▲ 11.46%▲ 5.06%▲ 10.27%
▼ 2.25%▲ 3.53%▼ 9.27%
▲ 29.87%▲ 0.88%▲ 8.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bank of America
49.2%
▲ 34.99%
4
Buy
Mar 21, 2024
T. Rowe Price Equity Index Fund
44.74%
▲ 20.11%
4
Buy
Mar 12, 2024
RealReal
6.05%
▲ 22.78%
2
Buy
Mar 12, 2024