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Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #261,436 out of 849,613 TipRanks' Investors
Success Rate
54%
101 out of 186
profitable transactions
Average Return
22.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.14%
6-Month Return▲ 55.06%
12-Month Return▲ 88.08%
YTD Return▲ 3.49%
Total Return▲ 185.48%

Best Trade

Opened at
Closed at
Gain▲ 637.90%

Bio

Performance

20.57%0-20.57%
▲ 9.25%
▲ 5.14%
▲ 4.44%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.02%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.81%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 20.57%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 19.84%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 0.64%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.73%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 3.49%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 4.44%
▲ 7.60%▲ 2.30%▲ 1.02%
▲ 2.76%▲ 2.05%▲ 6.81%
▲ 12.88%▲ 3.56%▲ 20.57%
▲ 10.96%▲ 2.38%▲ 19.84%
▼ 3.58%▲ 0.19%▼ 0.64%
▼ 0.10%▲ 0.08%▲ 0.73%
▲ 3.05%▲ 1.43%▲ 3.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coca-Cola
▲ 6.01%
4
Close
Oct 10, 2025
Alibaba
1.96%
▲ 130.30%
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
▼ 18.25%
7
Close
Oct 09, 2025
First Phosphate Corp.
0.45%
▲ 77.97%
1
Open
Oct 09, 2025
Datavault AI
▲ 361.20%
2
Close
Oct 06, 2025
Toast Inc
0.79%
▼ 2.67%
3
Open
Oct 01, 2025
Broadcom
▲ 93.60%
4
Close
Oct 01, 2025
The Estée Lauder Companies
3.74%
▲ 33.97%
1
Open
Oct 01, 2025
Roblox
0.77%
▼ 34.90%
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
21.68%
▲ 23.98%
1
Open
Sep 19, 2025
Lululemon Athletica
3.58%
▲ 19.01%
1
Open
Sep 19, 2025
VF
1.11%
▲ 30.99%
1
Open
Sep 19, 2025
Bruker
5.72%
▲ 46.26%
1
Open
Sep 19, 2025
Frontline
▲ 1.00%
2
Close
Sep 16, 2025