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Long Term - New Portfolio

PerformancePortfolio Details

Caleb Bass

Long Term
Individual Investor
Ranked #283,661 out of 775,727 TipRanks' Investors
Success Rate
51%
87 out of 172
profitable transactions
Average Return
11.22%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.19%
6-Month Return▲ 17.48%
12-Month Return▲ 22.12%
YTD Return▲ 21.57%
Total Return▲ 38.88%

Best Trade

AssetAppLovin (APP)
Opened at
Closed at
Gain▲ 637.90%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.49%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.95%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.94%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.88%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.44%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 25.54%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 1.33%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.22%
▼ 2.25%▲ 3.53%▼ 0.49%
▲ 25.71%▲ 1.21%▲ 0.95%
▼ 4.22%▲ 2.34%▼ 3.94%
▲ 7.82%▲ 2.10%▲ 1.88%
▲ 5.38%▼ 0.89%▼ 3.44%
▲ 43.22%▲ 5.96%▲ 25.54%
▼ 5.24%▼ 2.73%▼ 1.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
MCO
Moody's
―
▲ 4.40%
2
Close
Dec 18, 2024
SQQQ
ProShares UltraPro Short QQQ
―
▼ 20.97%
2
Close
Oct 17, 2024
AAP
Advance Auto Parts
4.36%
▼ 23.15%
3
Buy
Oct 07, 2024
SPXU
ProShares UltraPro Short S&P500
3.59%
▼ 19.80%
1
Open
Jul 24, 2024
MVST
Microvast Holdings
1.23%
▲ 217.60%
2
Buy
Jul 23, 2024
BAC
Bank of America
3.36%
▲ 9.71%
2
Sell
Jul 23, 2024
CB
Chubb
8.21%
▲ 4.44%
1
Open
Jul 23, 2024
PLTR
Palantir Technologies
―
▲ 36.46%
2
Close
Jul 14, 2024
ORCL
Oracle
―
▲ 16.69%
2
Close
Jul 10, 2024
AVGO
Broadcom
17.69%
▲ 25.55%
1
Open
Jul 10, 2024
SOFI
SoFi Technologies
2.46%
▲ 109.45%
3
Open
Jul 01, 2024
AAPL
Apple
―
▲ 39.41%
5
Close
Jun 22, 2024
KO
Coca-Cola
3.76%
▲ 0.81%
3
Open
Jun 22, 2024
GOOGL
Alphabet Class A
―
▲ 58.92%
3
Close
Jun 22, 2024
AMZN
Amazon
―
▲ 42.18%
3
Close
Jun 22, 2024
NVDA
Nvidia
―
▲ 35.71%
2
Close
Jun 22, 2024
TOST
Toast Inc
―
▲ 0.51%
2
Close
Jun 22, 2024
SNOW
Snowflake
―
▼ 2.86%
2
Close
Jun 22, 2024
SB
Safe Bulkers
0.35%
▼ 39.49%
1
Open
Jun 22, 2024
PHYS
Sprott Physical Gold Trust Units
4.05%
▲ 10.33%
1
Open
Jun 22, 2024