tiprankstipranks

Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #273,235 out of 783,619 TipRanks' Investors
Success Rate
52%
90 out of 172
profitable transactions
Average Return
12.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
26.31% AVGO
13.60% REAL
8.77% JD
6.58% PHYS
6.44% C
38.30% Others
By Assets
83.27% Stocks
10.87% Cash
5.86% Funds
0.00% ETFs
0.00% Cryptocurrency
By Sector
31.33% Technology
27.51% Consumer Cyclical
15.87% Financial
7.19% Healthcare
6.58% General
11.52% 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
$15.56
$0.29
(1.9%)
Pre
1.86%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.85B
-28.43%
KO
Coca-Cola
$64.05
$1.22
(1.94%)
Pre
0.27%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
7.66%
C
Citigroup
$81.86
$1.23
(1.53%)
Pre
0.46%
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$153.66B
43.55%
SOFI
SoFi Technologies
$16.44
$0.45
(2.81%)
Pre
0.55%
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$17.84B
109.96%
BABA
Alibaba
$102.74
$6.02
(6.22%)
Pre
0.76%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$215.63B
42.36%
JD
JD
$42.30
$2.04
(5.07%)
Pre
0.54%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.03B
76.97%
HCA
HCA Healthcare
$334.61
$6.99
(2.13%)
Pre
0.71%
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$84.76B
9.74%
MVST
Microvast Holdings
$1.50
$0.135
(8.26%)
Pre
2.67%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$485.84M
76.00%
PANW
Palo Alto Networks
$187.42
$2
(1.08%)
Pre
0.74%
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$122.99B
7.21%
CI
Cigna
$282.98
$20.33
(6.7%)
Pre
0.01%
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$78.71B
-5.97%
REAL
RealReal
$9.29
$0.08
(0.87%)
Pre
0.86%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.02B
383.85%
FSLR
First Solar
$167.39
$1.38
(0.83%)
Pre
0.66%
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$17.92B
11.39%
FRO
Frontline
$17.48
$0.54
(3.19%)
Pre
2.23%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.89B
-22.96%
SB
Safe Bulkers
$3.61
$0.03
(0.84%)
Pre
0.53%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$385.44M
-10.64%
PHYS
PHYS
< FUND >
Sprott Physical Gold Trust Units
$21.56
$0.27
(1.27%)
Pre
0.37%
premium
premium
$8.70B
35.00%
BAC
Bank of America
$46.72
$0.03
(0.06%)
Pre
0.36%
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$355.58B
37.46%
AVGO
Broadcom
$215.66
$9.31
(4.51%)
Pre
1.48%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.01T
70.80%