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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #370,790 out of 781,066 TipRanks' Investors
Success Rate
45%
554 out of 1235
profitable transactions
Average Return
12.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.08%
6-Month Return▲ 15.60%
12-Month Return▲ 62.13%
YTD Return▲ 3.74%
Total Return▲ 444.61%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.64%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.10%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.75%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.74%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.64%
▲ 8.13%▲ 1.21%▲ 13.42%
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 10.00%▼ 0.89%▼ 0.15%
▲ 26.04%▲ 5.96%▲ 12.10%
▲ 5.93%▼ 2.41%▼ 4.75%
▲ 9.79%▲ 0.95%▲ 3.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
0.75%
▲ 57.01%
21
Sell
Jan 13, 2025
FTAI Aviation
▲ 145.64%
9
Close
Jan 13, 2025
Makemytrip
▼ 0.65%
14
Close
Jan 13, 2025
Amer Sports, Inc.
▲ 2.27%
1
Close
Jan 13, 2025
EQT
1.72%
▲ 5.75%
1
Open
Jan 13, 2025
Stride
1.67%
▲ 4.26%
1
Open
Jan 13, 2025
ServiceNow
▲ 34.74%
21
Close
Jan 10, 2025
Jefferies
▼ 8.30%
2
Close
Jan 10, 2025
Atlassian
▲ 12.49%
9
Close
Jan 08, 2025
Trade Desk
▼ 7.65%
13
Close
Jan 08, 2025
Cerence
▲ 2.08%
10
Close
Jan 07, 2025
Home Depot
▲ 4.10%
5
Close
Jan 07, 2025
Tenaris SA
▼ 3.69%
3
Close
Jan 06, 2025
Shift4 Payments
1.85%
▼ 1.11%
7
Open
Jan 06, 2025
Cellebrite DI
1.66%
▲ 2.43%
1
Open
Jan 06, 2025
Electromed
1.79%
▲ 8.87%
1
Open
Jan 06, 2025
TSMC
1.68%
▲ 11.42%
8
Open
Dec 30, 2024
Deckers Outdoor
1.7%
▲ 3.56%
7
Open
Dec 30, 2024
Birkenstock Holding plc
1.7%
▲ 3.88%
1
Open
Dec 30, 2024
Clearwater Analytics Holdings
▲ 13.11%
2
Close
Dec 26, 2024