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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #395,367 out of 788,174 TipRanks' Investors
Success Rate
44%
562 out of 1267
profitable transactions
Average Return
12.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.64%
6-Month Return▲ 38.11%
12-Month Return▲ 90.11%
YTD Return▲ 24.47%
Total Return▲ 557.71%

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

26.35%0-26.35%
▲ 8.13%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.12%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.10%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 4.16%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 26.35%
Jan 2025
▼ 8.93%
▲ 1.85%
▼ 1.49%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 13.42%
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 9.99%▼ 0.89%▼ 0.12%
▲ 26.04%▲ 5.96%▲ 12.10%
▲ 5.81%▼ 2.41%▼ 4.16%
▲ 4.98%▲ 2.69%▲ 26.35%
▼ 8.93%▲ 1.85%▼ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Primoris Services
▲ 2.76%
6
Close
Feb 18, 2025
Cellebrite DI
▼ 8.77%
2
Close
Feb 18, 2025
Electromed
▼ 5.38%
2
Close
Feb 18, 2025
Alignment Healthcare
▼ 10.21%
2
Close
Feb 18, 2025
CarGurus
1.23%
▼ 12.14%
3
Open
Feb 17, 2025
Samsara
1.52%
▲ 0.41%
5
Open
Feb 17, 2025
GRAIL Inc
1.29%
▲ 1.34%
1
Open
Feb 17, 2025
Robinhood Markets
1.24%
▼ 7.25%
1
Open
Feb 17, 2025
OneSpan
1.41%
▼ 7.93%
1
Open
Feb 17, 2025
TAL Education Group
1.61%
▼ 1.03%
1
Open
Feb 17, 2025
Vertiv Holdings
▼ 0.56%
6
Close
Feb 14, 2025
Vertex
▲ 13.47%
3
Close
Feb 14, 2025
Astera Labs, Inc.
▼ 18.13%
3
Close
Feb 14, 2025
Brinker International
1.18%
▲ 24.77%
5
Sell
Feb 13, 2025
Eaton
▲ 4.33%
9
Close
Feb 13, 2025
KKR & Co
▲ 25.50%
5
Close
Feb 13, 2025
Argan
▲ 15.15%
2
Close
Feb 13, 2025
Utilities Select Sector SPDR Fund
0.95%
▲ 6.21%
10
Sell
Feb 10, 2025
Globus Medical
▲ 0.56%
4
Close
Feb 10, 2025
AppLovin
2.76%
▲ 79.13%
10
Sell
Feb 10, 2025