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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #419,267 out of 808,802 TipRanks' Investors
Success Rate
45%
618 out of 1364
profitable transactions
Average Return
11.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 79.65%
6-Month Return▲ 242.70%
12-Month Return▲ 296.84%
YTD Return▲ 255.52%
Total Return▲ 1769.48%

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%
▲ 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
▲ 1.84%
▼ 0.87%
▲ 1.65%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 81.59%
May 2025
▲ 6.24%
▲ 5.14%
▲ 41.39%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 28.87%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.67%
▲ 6.03%▲ 2.69%▲ 26.10%
▼ 12.86%▼ 1.27%▼ 8.15%
▼ 1.80%▼ 5.57%▼ 8.74%
▲ 1.84%▼ 0.87%▲ 1.65%
▲ 12.20%▲ 6.28%▲ 81.59%
▲ 6.24%▲ 5.14%▲ 41.39%
▲ 14.83%▲ 1.65%▲ 28.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cadence Design
▲ 11.32%
22
Close
Jul 16, 2025
Carpenter Technology
1.15%
▲ 2.02%
5
Open
Jul 15, 2025
Jabil
1.15%
▲ 3.08%
7
Open
Jul 13, 2025
Arista Networks
1.22%
▲ 0.13%
21
Open
Jul 13, 2025
Symbotic
1.24%
▲ 7.29%
3
Open
Jul 13, 2025
Blue Owl Capital
0.52%
▲ 3.90%
2
Sell
Jul 13, 2025
Ouster
1.31%
▲ 1.46%
5
Open
Jul 13, 2025
US Foods Holding
1.2%
▲ 2.20%
1
Open
Jul 13, 2025
AppLovin
▲ 59.28%
13
Close
Jul 10, 2025
Intuit
▼ 2.10%
2
Close
Jul 10, 2025
Astronics
▼ 6.36%
2
Close
Jul 10, 2025
Utilities Select Sector SPDR Fund
▲ 7.14%
13
Close
Jul 09, 2025
Dave
▼ 2.36%
2
Close
Jul 08, 2025
Byrna Technologies
▼ 4.14%
2
Close
Jul 08, 2025
KLA
1.07%
▼ 1.72%
5
Open
Jul 07, 2025
Oracle
1.14%
▼ 4.08%
9
Open
Jul 07, 2025
American Superconductor
1.07%
▼ 3.54%
3
Open
Jul 07, 2025
SoFi Technologies
1.27%
▼ 11.19%
3
Open
Jul 07, 2025
Airbus SE
▲ 8.07%
2
Close
Jul 07, 2025
Western Digital
1.15%
▲ 2.77%
1
Open
Jul 07, 2025