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Ocham’s Razor - New Portfolio
Ochams Razor
Ocham’s RazorIndividual Investor
Ranked #355,312 out of 793,835 TipRanks' Investors
Success Rate
555 out of 1282
profitable transactions
profitable transactions
Average Return
10.83%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.47%
6-Month Return▲ 14.54%
12-Month Return▲ 47.74%
YTD Return▲ 6.27%
Total Return▲ 458.84%
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
26.36%0-26.36%
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.08%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 26.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.11%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 8.47%
Mar 2025
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 10.00%▼ 0.89%▼ 0.08%
▲ 26.01%▲ 5.96%▲ 12.11%
▲ 5.33%▼ 2.41%▼ 4.67%
▲ 5.89%▲ 2.69%▲ 26.36%
▼ 12.86%▼ 1.27%▼ 8.11%
▲ 3.73%▼ 4.27%▼ 8.47%
Recent Activity
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
1.42%
0.00%
1
Open
Mar 28, 2025
Celestica
―
▲ 1.33%
9
Close
Mar 27, 2025
TAL Education Group
―
▼ 10.14%
2
Close
Mar 25, 2025
iShares Expanded Tech-Software Sector ETF
0.63%
▲ 5.61%
6
Sell
Mar 17, 2025
iShares MSCI Germany ETF
1.18%
▼ 4.20%
1
Open
Mar 17, 2025
Vanguard FTSE Europe ETF
1.24%
▼ 2.65%
1
Open
Mar 17, 2025
Costco
―
▼ 14.92%
2
Close
Mar 13, 2025
Nuveen S&P 500 Buy-Write Income Fund of Benef Interest
1.28%
▲ 2.06%
1
Open
Mar 13, 2025
NEOS Enhanced Income Cash Alternative ETF
1.39%
▲ 0.32%
1
Open
Mar 13, 2025
United Airlines Holdings
―
▼ 3.83%
4
Close
Mar 11, 2025
Remitly Global
―
▼ 15.31%
6
Close
Mar 11, 2025
Ares Capital
6.2%
▲ 14.80%
5
Buy
Mar 10, 2025
iShares 0-3 Month Treasury Bond ETF
28.21%
▲ 0.27%
2
Buy
Mar 10, 2025
Adtalem Global Education
―
▲ 1.80%
2
Close
Mar 07, 2025
Amazon
0.54%
▲ 20.65%
6
Sell
Mar 06, 2025
Brinker International
0.83%
▲ 22.02%
6
Sell
Mar 06, 2025
AppLovin
0.76%
▲ 45.12%
11
Sell
Mar 06, 2025
Apollo Global Management
0.77%
▲ 20.77%
5
Sell
Mar 06, 2025