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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #471,254 out of 831,456 TipRanks' Investors
Success Rate
44%
662 out of 1496
profitable transactions
Average Return
11.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.17%
6-Month Return▲ 108.67%
12-Month Return▲ 295.11%
YTD Return▲ 321.74%
Total Return▲ 2118.28%

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%
▲ 11.63%
▲ 6.28%
▲ 81.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 41.39%
Jun 2025
▲ 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
▼ 3.44%
▲ 0.19%
▼ 3.67%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 0.84%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 81.59%
▲ 9.25%▲ 5.14%▲ 41.39%
▲ 7.60%▲ 2.30%▲ 30.87%
▲ 2.76%▲ 2.05%▲ 3.40%
▲ 12.88%▲ 3.56%▲ 8.63%
▲ 10.96%▲ 2.38%▲ 6.84%
▼ 3.44%▲ 0.19%▼ 3.67%
▲ 1.44%▲ 0.34%▲ 0.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Globus Medical
1.09%
▲ 0.56%
5
Open
Dec 08, 2025
Apple
▲ 51.90%
25
Close
Dec 08, 2025
AppLovin
1.05%
▲ 45.14%
18
Open
Dec 08, 2025
Alignment Healthcare
1.06%
▼ 10.21%
3
Open
Dec 08, 2025
Ligand Pharma
▼ 6.14%
2
Close
Dec 08, 2025
AnaptysBio
1.01%
0.00%
1
Open
Dec 08, 2025
Expand Energy
1.07%
0.00%
1
Open
Dec 08, 2025
Ralph Lauren
1.2%
0.00%
1
Open
Dec 08, 2025
Medpace Holdings
▼ 3.75%
4
Close
Dec 05, 2025
Argan
0.68%
▲ 40.88%
4
Sell
Dec 05, 2025
Phibro Animal Health
▼ 14.32%
2
Close
Dec 05, 2025
Alphabet Class A
▼ 1.24%
4
Close
Dec 01, 2025
TransMedics Group
1.04%
▼ 3.10%
9
Open
Dec 01, 2025
Natera
1.2%
▲ 9.18%
9
Open
Dec 01, 2025
Sphere Entertainment
1.01%
▲ 1.41%
1
Open
Dec 01, 2025
Tarsus Pharmaceuticals
1.07%
▲ 2.25%
1
Open
Dec 01, 2025
Zymeworks
1.09%
▲ 2.54%
1
Open
Dec 01, 2025
iShares Biotechnology ETF
1.12%
▼ 1.10%
4
Open
Nov 24, 2025
Global X Defense Tech ETF
0.68%
▲ 8.30%
2
Sell
Nov 24, 2025
Merck & Company
1.08%
▼ 0.68%
1
Open
Nov 24, 2025