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:

Allocation

Top Stocks
18.28% AVGO
7.23% BAC
5.52% KO
5.27% PHYS
5.23% JD
58.47% Others
By Assets
85.05% Stocks
10.22% Cash
4.73% Funds
0.00% ETFs
0.00% Cryptocurrency
By Sector
28.82% Technology
20.79% Consumer Cyclical
13.78% Financial
9.30% Energy
7.14% Healthcare
20.18% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SBLK
Star Bulk Carriers
$24.39
$0.575
(2.41%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.71B
51.08%
KO
Coca-Cola
$64.68
$0.61
(0.93%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
7.88%
C
Citigroup
$64.33
$0.81
(1.24%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$124.25B
42.63%
SOFI
SoFi Technologies
$7.42
$0.055
(0.74%)
premium
4 Buy
9 Hold
3 Sell
Hold
premium
$7.90B
-20.95%
BABA
Alibaba
$77.02
$1.75
(2.32%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$162.02B
-19.15%
VTLE
Vital Energy
$45.11
$0.56
(1.23%)
premium
4 Buy
3 Hold
3 Sell
Hold
premium
$1.67B
-11.90%
JD
JD
$26.98
$0.715
(2.72%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$41.31B
-27.18%
HCA
HCA Healthcare
$323.48
$1.32
(0.41%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.38B
13.94%
AAP
Advance Auto Parts
$59.52
$0.1
(0.17%)
premium
0 Buy
14 Hold
1 Sell
Hold
premium
$3.55B
-16.71%
MVST
Microvast Holdings
$0.40
$0.004
(1.09%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$125.29M
-82.68%
PANW
Palo Alto Networks
$334.23
$3.34
(1.01%)
premium
31 Buy
7 Hold
0 Sell
Strong Buy
premium
$107.14B
35.98%
CI
Cigna
$335.93
$0.09
(0.03%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$95.40B
17.01%
BP
BP
$35.35
$0.03
(0.08%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.51B
-0.20%
SQ
Block
$68.00
$0.1
(0.15%)
premium
25 Buy
4 Hold
1 Sell
Strong Buy
premium
$42.02B
-11.72%
REAL
RealReal
$3.45
$0.07
(1.99%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$373.01M
42.51%
FSLR
First Solar
$219.77
$3.34
(1.54%)
premium
19 Buy
7 Hold
0 Sell
Moderate Buy
premium
$23.17B
9.50%
BIDU
Baidu
$92.30
$1.93
(2.14%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$32.76B
-39.24%
ACIC
American Coastal Insurance
$11.10
$0.25
(2.3%)
premium
premium
$518.94M
126.04%
UBER
Uber Technologies
$67.47
$0.16
(0.24%)
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$140.65B
42.24%
DG
Dollar General
$123.43
$1.01
(0.83%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$26.92B
-25.65%
FMC
FMC
$57.58
$0.24
(0.42%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$7.22B
-37.08%
FRO
Frontline
$25.42
$1.46
(6.09%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.33B
77.48%
SB
Safe Bulkers
$5.61
$0.14
(2.56%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$584.00M
78.76%
PHYS
PHYS
< FUND >
Sprott Physical Gold Trust Units
$18.51
$0.03
(0.16%)
premium
premium
$7.48B
21.57%
BAC
Bank of America
$42.23
$0.67
(1.56%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
35.29%
AVGO
Broadcom
$161.12
$3.77
(2.4%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$732.45B
77.59%