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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #464,640 out of 852,708 TipRanks' Investors
Success Rate
44%
677 out of 1537
profitable transactions
Average Return
11.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.67%
6-Month Return▲ 29.97%
12-Month Return▲ 268.17%
YTD Return▲ 12.25%
Total Return▲ 2400.02%

Best Trade

Opened at
Closed at
Gain▲ 831.64%

Bio

This is a combination of both AI and traditional tools looking forward to primarily disruptive, ESG type investing. By using newly created tools I can help achieve a better return and have done so for years.. Much more behind the portfolio evolving.

Performance

30.87%0-30.87%
▲ 7.60%
▲ 2.30%
▲ 30.87%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.40%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.84%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 3.76%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.32%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 15.84%
Jan 2026
▼ 5.01%
▼ 2.07%
▼ 3.09%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 30.87%
▲ 2.76%▲ 2.05%▲ 3.40%
▲ 12.88%▲ 3.56%▲ 8.63%
▲ 10.96%▲ 2.38%▲ 6.84%
▼ 3.58%▲ 0.19%▼ 3.76%
▼ 0.10%▲ 0.08%▲ 1.32%
▲ 4.06%▲ 1.47%▲ 15.84%
▼ 5.01%▼ 2.07%▼ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
▲ 8.09%
11
Close
Feb 03, 2026
Celestica
0.52%
▲ 31.63%
15
Sell
Feb 03, 2026
Natera
▲ 7.38%
10
Close
Feb 03, 2026
Alger Concentrated Equity ETF
▼ 6.66%
2
Close
Feb 03, 2026
HEICO
▲ 5.88%
11
Close
Feb 02, 2026
Credo Technology Group Holding Ltd
▲ 19.24%
11
Close
Feb 02, 2026
Palantir Technologies
▲ 25.39%
9
Close
Feb 02, 2026
Perimeter Solutions
▲ 40.48%
2
Close
Feb 02, 2026
Agnico Eagle
▼ 2.78%
4
Close
Feb 02, 2026
iShares Silver Trust
▲ 20.76%
3
Close
Jan 30, 2026
Figure Technology Solutions, Inc. Class A
▼ 15.76%
2
Close
Jan 29, 2026
Alignment Healthcare
▼ 7.31%
6
Close
Jan 27, 2026
Hecla Mining Company
▼ 6.86%
4
Close
Jan 27, 2026
Lemonade
0.00%
2
Close
Jan 26, 2026
Albemarle
1.38%
▲ 12.71%
18
Sell
Jan 25, 2026
Micron
2.25%
▲ 33.08%
9
Sell
Jan 25, 2026
Boeing
1.12%
▲ 5.67%
13
Open
Jan 25, 2026
Ciena
1.49%
▲ 21.58%
9
Sell
Jan 25, 2026
Lumentum Holdings
2.97%
▲ 116.95%
4
Sell
Jan 25, 2026
Energy Select Sector SPDR Fund
1.23%
▲ 1.31%
11
Open
Jan 25, 2026