tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #282,295 out of 747,498 TipRanks' Investors
Success Rate
50%
83 out of 166
profitable transactions
Average Return
8.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.02%
6-Month Return▲ 3.06%
12-Month Return▲ 4.36%
YTD Return▲ 3.50%
Total Return▲ 18.23%

Best Trade

Opened at
Closed at
Gain▲ 637.90%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 3.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.94%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.49%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 0.60%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 3.62%
▼ 1.87%▲ 1.59%▼ 0.94%
▲ 14.08%▲ 5.22%▲ 1.75%
▲ 5.05%▲ 3.27%▲ 3.65%
▼ 12.40%▼ 4.03%▼ 5.95%
▲ 11.46%▲ 5.06%▲ 5.22%
▼ 2.25%▲ 3.53%▼ 0.49%
▲ 25.65%▲ 0.88%▲ 0.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
▲ 36.46%
2
Close
Jul 14, 2024
Oracle
▲ 16.69%
2
Close
Jul 10, 2024
Broadcom
16.31%
▼ 9.81%
1
Open
Jul 10, 2024
SoFi Technologies
1.53%
▲ 50.67%
3
Open
Jul 01, 2024
Apple
▲ 39.41%
5
Close
Jun 22, 2024
Coca-Cola
4.96%
▲ 2.70%
3
Open
Jun 22, 2024
Alphabet Class A
▲ 58.92%
3
Close
Jun 22, 2024
Amazon
▲ 42.18%
3
Close
Jun 22, 2024
Nvidia
▲ 35.71%
2
Close
Jun 22, 2024
Toast Inc
▲ 0.51%
2
Close
Jun 22, 2024
Snowflake
▼ 2.86%
2
Close
Jun 22, 2024
Safe Bulkers
0.72%
▼ 7.60%
1
Open
Jun 22, 2024
Sprott Physical Gold Trust Units
4.73%
▲ 2.37%
1
Open
Jun 22, 2024
Bank of America
6.52%
▲ 7.20%
1
Open
Jun 22, 2024
American Coastal Insurance
0.11%
▼ 10.49%
2
Buy
Jun 11, 2024
Frontline
0.59%
▼ 6.47%
1
Open
Jun 07, 2024
Dollar General
2.83%
▼ 8.51%
1
Open
Jun 05, 2024
FMC
2.23%
▲ 1.01%
1
Open
Jun 05, 2024
Advance Auto Parts
3.67%
▼ 13.57%
2
Buy
May 29, 2024
Uber Technologies
0.86%
▲ 4.75%
1
Open
May 24, 2024