tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #309,392 out of 769,002 TipRanks' Investors
Success Rate
51%
88 out of 172
profitable transactions
Average Return
8.92%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.32% AVGO
9.34% CB
8.35% MCO
5.25% JD
4.69% REAL
58.05% Others
By Assets
84.28% Stocks
8.03% Cash
4.13% Funds
3.56% ETFs
0.00% Cryptocurrency
By Sector
28.16% Financial
23.01% Technology
18.69% Consumer Cyclical
8.36% General
5.61% Energy
16.17% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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SBLK
Star Bulk Carriers
$18.71
$0.26
(1.37%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.38B
-3.12%
KO
Coca-Cola
$63.76
$0.77
(1.22%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.63B
8.55%
C
Citigroup
$68.95
$0.67
(0.98%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$129.74B
51.43%
SOFI
SoFi Technologies
$15.01
$0.34
(2.32%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$15.65B
118.30%
BABA
Alibaba
$85.58
$1.19
(1.37%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$209.68B
9.92%
VTLE
Vital Energy
$32.80
$0.28
(0.86%)
premium
3 Buy
4 Hold
2 Sell
Hold
premium
$1.19B
-29.38%
JD
JD
$35.38
$0.2
(0.57%)
premium
premium
56.57B
HCA
HCA Healthcare
$332.24
$0.76
(0.23%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$84.88B
33.97%
AAP
Advance Auto Parts
$38.69
$0.06
(0.16%)
premium
2 Buy
14 Hold
2 Sell
Hold
premium
$2.30B
-24.24%
MVST
Microvast Holdings
$0.59
$0.01
(1.79%)
premium
premium
$201.30M
-40.51%
PANW
Palo Alto Networks
$397.70
$4.81
(1.22%)
premium
27 Buy
4 Hold
0 Sell
Strong Buy
premium
$126.99B
48.80%
CI
Cigna
$330.07
$6.68
(2.07%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$89.70B
12.88%
BP
BP
$29.52
$0.44
(1.51%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$76.07B
-18.63%
SQ
Block
$92.70
$3
(3.34%)
premium
22 Buy
6 Hold
1 Sell
Moderate Buy
premium
$56.87B
52.89%
REAL
RealReal
$4.48
$0.05
(1.13%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$473.87M
97.33%
FSLR
First Solar
$181.95
$2.89
(1.56%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$20.06B
16.54%
BIDU
Baidu
$81.63
$5.12
(5.9%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.04B
-23.51%
ACIC
American Coastal Insurance
$13.32
$0.33
(2.54%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$631.48M
56.88%
UBER
Uber Technologies
$69.64
$0.04
(0.06%)
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$145.57B
26.89%
DG
Dollar General
$73.92
$0.65
(0.89%)
premium
8 Buy
12 Hold
2 Sell
Moderate Buy
premium
$16.82B
-40.57%
FMC
FMC
$58.33
$1.13
(1.98%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$6.94B
7.52%
FRO
Frontline
$19.53
$0.73
(3.6%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.56B
-8.45%
SB
Safe Bulkers
$4.12
$0.11
(2.6%)
premium
premium
$467.65M
18.49%
PHYS
PHYS
< FUND >
Sprott Physical Gold Trust Units
$20.57
$0.17
(0.83%)
premium
premium
$8.23B
30.60%
BAC
Bank of America
$46.46
$0.4
(0.87%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.10B
55.29%
AVGO
Broadcom
$163.94
$0.69
(0.42%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$772.28B
66.38%
CB
Chubb
$285.11
$2.27
(0.8%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$114.43B
25.54%
MCO
Moody's
$477.92
$3.33
(0.7%)
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$84.94B
30.45%
SPXU
SPXU
< ETF >
ProShares UltraPro Short S&P500
$22.16
$0.34
(1.51%)
premium
premium
$495.34M
-55.40%