tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #273,235 out of 783,619 TipRanks' Investors
Success Rate
52%
90 out of 172
profitable transactions
Average Return
12.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.19% AVGO
13.56% REAL
8.45% JD
6.54% PHYS
6.37% C
37.89% Others
By Assets
83.40% Stocks
10.76% Cash
5.84% Funds
0.00% ETFs
0.00% Cryptocurrency
By Sector
32.18% Technology
26.97% Consumer Cyclical
15.63% Financial
7.26% Healthcare
6.54% General
11.42% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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snapp89k1bj
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snapp89k1bj
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lewtaw1uma
lewtaw1uma
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vokqw3h
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vokqw3h
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lp80f0
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lp80f0
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SBLK
Star Bulk Carriers
$15.56
$0
(0%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.85B
-28.43%
KO
Coca-Cola
$63.69
$0.36
(0.56%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
7.66%
C
Citigroup
$81.78
$0.08
(0.1%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$153.66B
43.55%
SOFI
SoFi Technologies
$16.35
$0.09
(0.55%)
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$17.84B
109.96%
BABA
Alibaba
$100.35
$2.39
(2.33%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$215.63B
42.36%
JD
JD
$41.25
$1.05
(2.48%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.03B
76.97%
HCA
HCA Healthcare
$334.46
$0.15
(0.04%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$84.76B
9.74%
MVST
Microvast Holdings
$1.55
$0.05
(3.33%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$485.84M
76.00%
PANW
Palo Alto Networks
$188.10
$0.68
(0.36%)
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$122.99B
7.21%
CI
Cigna
$297.25
$14.27
(5.04%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$78.71B
-5.97%
REAL
RealReal
$9.37
$0.08
(0.86%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.02B
383.85%
FSLR
First Solar
$168.32
$0.93
(0.56%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$17.92B
11.39%
FRO
Frontline
$17.67
$0.19
(1.09%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.89B
-22.96%
SB
Safe Bulkers
$3.58
$0.03
(0.83%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$385.44M
-10.64%
PHYS
PHYS
< FUND >
Sprott Physical Gold Trust Units
$21.71
$0.15
(0.7%)
premium
premium
$8.70B
35.00%
BAC
Bank of America
$46.41
$0.31
(0.66%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$355.58B
37.46%
AVGO
Broadcom
$225.92
$10.26
(4.76%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.01T
70.80%