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Ocham’s Razor - New Portfolio
Ochams Razor
Ocham’s RazorIndividual Investor
Ranked #320,151 out of 796,165 TipRanks' Investors
Success Rate
548 out of 1284
profitable transactions
profitable transactions
Average Return
10.51%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.06%
6-Month Return▲ 3.34%
12-Month Return▲ 49.00%
YTD Return▲ 0.10%
Total Return▲ 426.37%
Best Trade
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
26.20%0-26.20%
▲ 2.92%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.08%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 26.20%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.11%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.74%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 5.41%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.37%
▲ 10.00%▼ 0.89%▼ 0.08%
▲ 25.98%▲ 5.96%▲ 12.11%
▲ 5.34%▼ 2.41%▼ 4.67%
▲ 5.99%▲ 2.69%▲ 26.20%
▼ 12.86%▼ 1.27%▼ 8.11%
▼ 1.80%▼ 5.57%▼ 8.74%
▼ 8.94%▼ 6.03%▼ 5.41%
Recent Activity
Global X DAX Germany ETF
1.48%
▲ 0.31%
1
Open
Apr 15, 2025
SoFi Technologies
―
▼ 37.20%
2
Close
Apr 07, 2025
Brinker International
―
▲ 16.22%
7
Close
Apr 04, 2025
Royal Caribbean
―
▼ 3.75%
4
Close
Apr 04, 2025
TKO Group Holdings
―
▼ 1.26%
2
Close
Apr 04, 2025
Defiance Quantum ETF
0.64%
▼ 22.65%
6
Sell
Apr 03, 2025
Doximity
―
▼ 8.99%
6
Close
Apr 03, 2025
iShares Expanded Tech-Software Sector ETF
―
▲ 4.10%
7
Close
Apr 03, 2025
Klaviyo, Inc. Class A
―
▼ 18.39%
3
Close
Mar 28, 2025
Alaska Air
―
▼ 31.51%
2
Close
Mar 28, 2025
JPMorgan Ultra-Short Income ETF
1.53%
▲ 0.12%
1
Open
Mar 28, 2025
Celestica
―
▲ 1.33%
9
Close
Mar 27, 2025
TAL Education Group
―
▼ 10.14%
2
Close
Mar 25, 2025
iShares MSCI Germany ETF
1.27%
▼ 4.64%
1
Open
Mar 17, 2025
Vanguard FTSE Europe ETF
1.31%
▼ 5.08%
1
Open
Mar 17, 2025
Costco
―
▼ 14.92%
2
Close
Mar 13, 2025
Nuveen S&P 500 Buy-Write Income Fund of Benef Interest
1.31%
▼ 3.27%
1
Open
Mar 13, 2025
NEOS Enhanced Income Cash Alternative ETF
1.5%
▲ 0.11%
1
Open
Mar 13, 2025
United Airlines Holdings
―
▼ 3.83%
4
Close
Mar 11, 2025
Remitly Global
―
▼ 15.31%
6
Close
Mar 11, 2025