tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #337,903 out of 863,246 TipRanks' Investors
Success Rate
53%
101 out of 189
profitable transactions
Average Return
16.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 11.16%
6-Month Return▼ 16.83%
12-Month Return▲ 28.10%
YTD Return▼ 22.53%
Total Return▲ 115.44%

Best Trade

Opened at
Closed at
Gain▲ 637.90%

Bio

Performance

19.84%0-19.84%
▲ 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
▼ 1.27%
▼ 0.86%
▼ 3.87%
Feb 2026
▼ 0.14%
▼ 4.94%
▼ 14.05%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 12.11%
Apr 2026
▲ 6.90%
▲ 2.10%
▼ 8.55%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 19.84%
▼ 3.68%▲ 0.19%▼ 0.54%
▼ 0.10%▲ 0.08%▲ 0.73%
▲ 4.06%▲ 1.47%▼ 8.54%
▼ 1.27%▼ 0.86%▼ 3.87%
▼ 0.14%▼ 4.94%▼ 14.05%
▲ 16.06%▲ 10.51%▲ 12.11%
▲ 6.90%▲ 2.10%▼ 8.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SoFi
▲ 120.34%
4
Close
May 01, 2026
RealReal
▲ 171.20%
2
Close
May 01, 2026
Toast Inc
▼ 8.86%
4
Close
May 01, 2026
Palantir Technologies
13.47%
▲ 15.17%
3
Open
May 01, 2026
United Parcel
▲ 32.07%
2
Close
May 01, 2026
Regeneron
▲ 18.78%
2
Close
May 01, 2026
Lululemon Athletica
▼ 21.25%
2
Close
May 01, 2026
VF
▲ 33.00%
2
Close
May 01, 2026
The Estée Lauder Companies
▼ 7.37%
2
Close
May 01, 2026
Roblox
▼ 66.34%
2
Close
May 01, 2026
First Phosphate Corp.
▲ 116.95%
2
Close
May 01, 2026
ServiceNow
16.9%
▲ 11.70%
1
Open
May 01, 2026
CoreWeave
8.83%
▼ 16.13%
1
Open
May 01, 2026
Coca-Cola
▲ 6.01%
4
Close
Oct 10, 2025
Alibaba
3%
▲ 88.86%
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