Long Term - New Portfolio

Caleb Bass

Long Term
Individual Investor
Ranked #318,611 out of 756,193 TipRanks' Investors
Success Rate
48%
82 out of 171
profitable transactions
Average Return
6.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.70%
6-Month Return▼ 10.04%
12-Month Return▼ 3.58%
YTD Return▼ 7.53%
Total Return▲ 5.64%

Best Trade

Opened at
Closed at
Gain▲ 637.90%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.75%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.65%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.22%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.49%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.95%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.98%
Aug 2024
▼ 7.75%
▼ 2.64%
▼ 7.27%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.75%
▲ 5.05%▲ 3.27%▲ 3.65%
▼ 12.40%▼ 4.03%▼ 5.95%
▲ 11.46%▲ 5.06%▲ 5.22%
▼ 2.25%▲ 3.53%▼ 0.49%
▲ 25.76%▲ 1.21%▲ 0.95%
▼ 4.21%▲ 2.34%▼ 3.98%
▼ 7.75%▼ 2.64%▼ 7.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ProShares UltraPro Short QQQ
12.72%
▼ 8.96%
1
Open
Jul 25, 2024
ProShares UltraPro Short S&P500
4.1%
▼ 6.89%
1
Open
Jul 24, 2024
Microvast Holdings
0.14%
▼ 61.89%
2
Buy
Jul 23, 2024
Bank of America
2.77%
▼ 1.91%
2
Sell
Jul 23, 2024
Chubb
8.01%
▲ 8.01%
1
Open
Jul 23, 2024
Moody's
7.09%
▲ 6.10%
1
Open
Jul 23, 2024
Palantir Technologies
▲ 36.46%
2
Close
Jul 14, 2024
Oracle
▲ 16.69%
2
Close
Jul 10, 2024
Broadcom
12.27%
▼ 9.28%
1
Open
Jul 10, 2024
SoFi Technologies
1.08%
▲ 49.42%
3
Open
Jul 01, 2024
Apple
▲ 39.41%
5
Close
Jun 22, 2024
Coca-Cola
3.97%
▲ 7.22%
3
Open
Jun 22, 2024
Alphabet Class A
▲ 58.92%
3
Close
Jun 22, 2024
Amazon
▲ 42.18%
3
Close
Jun 22, 2024
Nvidia
▲ 35.71%
2
Close
Jun 22, 2024
Toast Inc
▲ 0.51%
2
Close
Jun 22, 2024
Snowflake
▼ 2.86%
2
Close
Jun 22, 2024
Safe Bulkers
0.44%
▼ 21.50%
1
Open
Jun 22, 2024
Sprott Physical Gold Trust Units
3.69%
▲ 8.23%
1
Open
Jun 22, 2024
American Coastal Insurance
0.08%
▼ 11.97%
2
Buy
Jun 11, 2024