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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #407,626 out of 805,660 TipRanks' Investors
Success Rate
45%
600 out of 1340
profitable transactions
Average Return
11.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 40.99%
6-Month Return▲ 168.55%
12-Month Return▲ 247.68%
YTD Return▲ 173.80%
Total Return▲ 1339.75%

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

81.59%0-81.59%
▲ 25.97%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 26.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.74%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 1.59%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 81.59%
May 2025
▲ 3.20%
▲ 4.12%
▲ 40.40%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 12.11%
▲ 5.10%▼ 2.41%▼ 4.67%
▲ 6.03%▲ 2.69%▲ 26.10%
▼ 12.86%▼ 1.27%▼ 8.15%
▼ 1.80%▼ 5.57%▼ 8.74%
▲ 1.83%▼ 0.87%▲ 1.59%
▲ 12.21%▲ 6.28%▲ 81.59%
▲ 3.20%▲ 4.12%▲ 40.40%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
1.19%
▲ 16.10%
9
Sell
Jun 27, 2025
Alerian MLP ETF
0.66%
▼ 5.90%
5
Sell
Jun 27, 2025
Toast Inc
▼ 4.29%
4
Close
Jun 25, 2025
Ouster
▼ 0.72%
2
Close
Jun 25, 2025
Cf Industries Holdings
▲ 0.91%
10
Close
Jun 23, 2025
iShares MSCI USA Momentum Factor ETF
1.29%
▲ 5.69%
5
Open
Jun 22, 2025
VanEck Semiconductor ETF
1.51%
▲ 14.63%
17
Open
Jun 22, 2025
Robinhood Markets
1.29%
▼ 4.32%
3
Open
Jun 22, 2025
Airbus SE
1.41%
▲ 8.44%
1
Open
Jun 22, 2025
AppLovin
0.68%
▲ 56.87%
12
Sell
Jun 20, 2025
TransMedics Group
▼ 1.56%
8
Close
Jun 18, 2025
Cameco
1.24%
▼ 4.41%
3
Open
Jun 17, 2025
EMCOR Group
1.44%
▲ 9.31%
11
Open
Jun 17, 2025
Credo Technology Group Holding Ltd
1.58%
▲ 10.54%
7
Open
Jun 17, 2025
UGI
1.47%
▼ 0.28%
1
Open
Jun 17, 2025
Mercury Systems
▼ 8.06%
2
Close
Jun 16, 2025
Stride
▲ 29.64%
2
Close
Jun 12, 2025
Global X Defense Tech ETF
1.4%
▲ 2.01%
1
Open
Jun 12, 2025
Sprouts Farmers
▼ 5.97%
6
Close
Jun 11, 2025
Chewy
▲ 5.73%
2
Close
Jun 10, 2025