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Ocham’s Razor - New Portfolio
Ochams Razor
Ocham’s RazorIndividual Investor
Ranked #324,632 out of 757,311 TipRanks' Investors
Success Rate
501 out of 1138
profitable transactions
profitable transactions
Average Return
12.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.04%
6-Month Return▲ 29.51%
12-Month Return▲ 60.88%
YTD Return▲ 45.93%
Total Return▲ 380.41%
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
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 8.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.96%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.64%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.44%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.15%
Sep 2024
▲ 14.08%▲ 5.22%▲ 8.04%
▲ 5.05%▲ 3.27%▲ 2.91%
▼ 12.40%▼ 4.03%▼ 4.96%
▲ 11.46%▲ 5.06%▲ 14.47%
▼ 2.25%▲ 3.53%▲ 0.64%
▲ 25.76%▲ 1.21%▲ 13.42%
▼ 4.21%▲ 2.34%▲ 2.44%
▲ 1.03%▼ 0.11%▼ 0.15%
Recent Activity
Eversource Energy
―
▼ 0.84%
2
Close
Sep 18, 2024
Pacer US Small Cap Cash Cows 100 ETF
0.9%
▼ 0.59%
10
Open
Sep 17, 2024
Home Depot
1.86%
▲ 4.06%
4
Buy
Sep 17, 2024
Tenet Healthcare
―
▼ 4.11%
2
Close
Sep 17, 2024
Loar Holdings Inc.
―
▲ 2.45%
2
Close
Sep 17, 2024
Mirum Pharmaceuticals
―
▼ 3.88%
3
Close
Sep 16, 2024
CrowdStrike Holdings
―
▲ 23.03%
18
Close
Sep 15, 2024
Natera
1.82%
▲ 22.60%
5
Open
Sep 15, 2024
ACI Worldwide
1.89%
▲ 0.45%
1
Open
Sep 15, 2024
Evergy
1.75%
▼ 0.74%
1
Open
Sep 15, 2024
Intercontinental Exchange
1.82%
▼ 0.43%
1
Open
Sep 15, 2024
GoDaddy
―
▼ 5.55%
2
Close
Sep 10, 2024
Tyler Technologies
1.66%
▲ 0.95%
8
Open
Sep 09, 2024
Utilities Select Sector SPDR Fund
1.86%
▲ 5.24%
9
Open
Sep 09, 2024
Guidewire
1.97%
▲ 2.59%
1
Open
Sep 09, 2024
Samsara
1.81%
▲ 3.06%
1
Open
Sep 09, 2024
Smartsheet
1.84%
▼ 1.43%
1
Open
Sep 09, 2024
Alphabet Class C
―
▼ 4.85%
14
Close
Sep 06, 2024
Catalyst Pharma
―
▼ 8.53%
8
Close
Sep 06, 2024
Alkami Technology
―
▼ 0.60%
6
Close
Sep 06, 2024