tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #303,940 out of 858,971 TipRanks' Investors
Success Rate
53%
99 out of 186
profitable transactions
Average Return
17.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.70%
6-Month Return▼ 17.02%
12-Month Return▲ 59.52%
YTD Return▼ 18.60%
Total Return▲ 126.37%

Best Trade

Opened at
Closed at
Gain▲ 637.90%

Bio

Performance

20.57%0-20.57%
▲ 12.88%
▲ 3.56%
▲ 20.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 19.84%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.54%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.73%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 8.54%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 14.06%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 7.90%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 20.57%
▲ 10.96%▲ 2.38%▲ 19.84%
▼ 3.68%▲ 0.19%▼ 0.54%
▼ 0.10%▲ 0.08%▲ 0.73%
▲ 4.06%▲ 1.47%▼ 8.54%
▼ 1.12%▼ 0.86%▼ 4.01%
▲ 0.60%▼ 4.94%▼ 14.06%
▲ 7.53%▲ 5.50%▲ 7.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▲ 6.01%
4
Close
Oct 10, 2025
Alibaba
1.82%
▲ 78.24%
3
Sell
Oct 10, 2025
HCA Healthcare
▲ 28.15%
2
Close
Oct 10, 2025
Bank of America
▲ 25.24%
3
Close
Oct 10, 2025
DoorDash
▼ 0.61%
2
Close
Oct 10, 2025
Intellia Therapeutics
▲ 30.70%
2
Close
Oct 10, 2025
PayPal Holdings
▼ 18.24%
7
Close
Oct 09, 2025
First Phosphate Corp.
0.59%
▲ 98.31%
1
Open
Oct 09, 2025
Datavault AI
▲ 361.20%
2
Close
Oct 06, 2025
Toast Inc
0.75%
▼ 11.61%
3
Open
Oct 01, 2025
Broadcom
▲ 93.60%
4
Close
Oct 01, 2025
The Estée Lauder Companies
2.91%
▼ 12.92%
1
Open
Oct 01, 2025
Roblox
0.6%
▼ 56.99%
1
Open
Oct 01, 2025
First Solar
▲ 8.23%
2
Close
Sep 19, 2025
Sprott Physical Gold Trust Units
▲ 56.54%
2
Close
Sep 19, 2025
Regeneron
26.11%
▲ 26.40%
1
Open
Sep 19, 2025
Lululemon Athletica
3.33%
▼ 4.16%
1
Open
Sep 19, 2025
VF
1.3%
▲ 29.01%
1
Open
Sep 19, 2025
Bruker
5.52%
▲ 18.21%
1
Open
Sep 19, 2025
Frontline
▲ 1.00%
2
Close
Sep 16, 2025