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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #474,429 out of 833,817 TipRanks' Investors
Success Rate
44%
669 out of 1515
profitable transactions
Average Return
11.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.29%
6-Month Return▲ 57.15%
12-Month Return▲ 316.34%
YTD Return▲ 331.32%
Total Return▲ 2169.39%

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
▼ 3.57%
▲ 0.19%
▼ 3.72%
Nov 2025
▲ 1.45%
▲ 1.32%
▲ 3.20%
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%
▼ 3.57%▲ 0.19%▼ 3.72%
▲ 1.45%▲ 1.32%▲ 3.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Argenx Se
▼ 8.57%
2
Close
Dec 24, 2025
AppLovin
1.25%
▲ 31.73%
20
Open
Dec 22, 2025
SPDR S&P Metals & Mining ETF
1.17%
▼ 8.31%
8
Open
Dec 22, 2025
Wheaton Precious Metals
1.26%
▼ 0.90%
5
Open
Dec 22, 2025
Triple Flag Precious Metals
1.2%
▲ 6.71%
3
Open
Dec 22, 2025
TE Connectivity
▼ 5.10%
2
Close
Dec 22, 2025
AnaptysBio
1.15%
▲ 0.17%
3
Open
Dec 22, 2025
Esquire Financial Holdings
1.15%
▼ 0.31%
1
Open
Dec 22, 2025
Exact Sciences
1.16%
▼ 0.28%
1
Open
Dec 22, 2025
Hamilton Insurance Group, Ltd. Class B
1.14%
▼ 0.11%
1
Open
Dec 22, 2025
Hecla Mining Company
1.14%
▼ 3.50%
1
Open
Dec 22, 2025
iShares Silver Trust
0.97%
▲ 4.40%
1
Open
Dec 22, 2025
Ralph Lauren
▲ 1.71%
2
Close
Dec 19, 2025
Vertiv Holdings
0.67%
▲ 11.86%
10
Sell
Dec 17, 2025
Argan
▲ 36.33%
5
Close
Dec 17, 2025
Virtus Reaves Utilities ETF
▲ 11.09%
3
Close
Dec 17, 2025
Fabrinet
▼ 5.91%
4
Close
Dec 17, 2025
Insmed
▲ 1.32%
5
Close
Dec 17, 2025
Merck & Company
▼ 0.37%
2
Close
Dec 17, 2025
Broadcom
1.2%
▲ 1.69%
28
Sell
Dec 16, 2025