tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #286,756 out of 775,923 TipRanks' Investors
Success Rate
51%
87 out of 172
profitable transactions
Average Return
11.56%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.23% AVGO
9.82% REAL
8.92% CB
5.28% JD
4.74% AAP
52.01% Others
By Assets
84.35% Stocks
8.01% Cash
4.05% Funds
3.59% ETFs
0.00% Cryptocurrency
By Sector
27.63% Technology
24.27% Consumer Cyclical
19.26% Financial
8.31% General
5.11% Energy
15.43% 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
$14.80
$0.08
(0.54%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.76B
-30.52%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.45B
7.25%
C
Citigroup
$69.19
$0.77
(1.13%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$130.86B
36.04%
SOFI
SoFi Technologies
$15.35
$0.32
(2.13%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$16.66B
59.23%
BABA
Alibaba
$82.28
$2.03
(2.41%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$196.40B
7.89%
VTLE
Vital Energy
$28.39
$0.5
(1.79%)
premium
3 Buy
4 Hold
2 Sell
Hold
premium
$1.08B
-37.58%
JD
JD
$35.64
$0.27
(0.75%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$56.19B
29.18%
HCA
HCA Healthcare
$303.62
$6.1
(2.05%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$76.91B
12.46%
AAP
Advance Auto Parts
$43.52
$1.56
(3.72%)
premium
2 Buy
14 Hold
2 Sell
Hold
premium
$2.60B
-28.95%
MVST
Microvast Holdings
$1.53
$0.03
(2%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$492.86M
26.45%
PANW
Palo Alto Networks
$186.78
$2.58
(1.36%)
premium
32 Buy
4 Hold
1 Sell
Strong Buy
premium
$122.57B
25.27%
CI
Cigna
$276.92
$2.12
(0.77%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$77.03B
-7.10%
BP
BP
$28.60
$0.19
(0.67%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$75.40B
-19.05%
SQ
Block
$89.65
$2.01
(2.29%)
premium
23 Buy
4 Hold
1 Sell
Strong Buy
premium
$55.57B
16.22%
REAL
RealReal
$9.39
$0.565
(6.4%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.03B
328.77%
FSLR
First Solar
$182.39
$6.51
(3.7%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$19.53B
7.04%
BIDU
Baidu
$85.80
$0.22
(0.26%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.57B
-25.22%
ACIC
American Coastal Insurance
$13.13
$0.12
(0.92%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$632.93M
41.33%
UBER
Uber Technologies
$60.73
$0.52
(0.86%)
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$127.88B
-1.59%
DG
Dollar General
$76.40
$2.51
(3.4%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$16.80B
-42.21%
FMC
FMC
$50.15
$2.29
(4.78%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$6.26B
-20.07%
FRO
Frontline
$13.38
$0.04
(0.3%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$2.98B
-37.68%
SB
Safe Bulkers
$3.51
$0.01
(0.29%)
premium
premium
$374.76M
-13.97%
PHYS
PHYS
< FUND >
Sprott Physical Gold Trust Units
$20.21
$0.23
(1.15%)
premium
premium
$8.15B
27.11%
BAC
Bank of America
$44.17
$0.79
(1.82%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$338.91B
33.04%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
95.86%
CB
Chubb
$273.20
$0.04
(0.01%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$110.13B
23.75%
SPXU
SPXU
< ETF >
ProShares UltraPro Short S&P500
$22.41
$0.79
(3.41%)
premium
premium
$517.75M
-48.30%