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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #396,807 out of 802,720 TipRanks' Investors
Success Rate
44%
586 out of 1323
profitable transactions
Average Return
11.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 81.48%
6-Month Return▲ 88.91%
12-Month Return▲ 160.23%
YTD Return▲ 101.63%
Total Return▲ 960.30%

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%
▲ 25.97%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 26.10%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.15%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.74%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.62%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 81.59%
May 2025
▲ 1.60%
▲ 1.65%
▲ 3.37%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 12.11%
▲ 5.43%▼ 2.41%▼ 4.67%
▲ 5.99%▲ 2.69%▲ 26.10%
▼ 12.86%▼ 1.27%▼ 8.15%
▼ 1.80%▼ 5.57%▼ 8.74%
▲ 1.76%▼ 0.87%▲ 1.62%
▲ 12.21%▲ 6.28%▲ 81.59%
▲ 1.60%▲ 1.65%▲ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Utilities Select Sector SPDR Fund
0.43%
▲ 6.72%
12
Sell
Jun 06, 2025
Clinigence Holdings
▼ 27.35%
2
Close
Jun 06, 2025
Apollo Global Management
▲ 17.45%
6
Close
Jun 05, 2025
Apple
▲ 55.53%
23
Close
Jun 04, 2025
Marex Group plc
▲ 20.95%
2
Close
Jun 04, 2025
Natural Grocers
▼ 4.90%
2
Close
Jun 03, 2025
Cloudflare
2.06%
▲ 9.53%
5
Sell
Jun 01, 2025
TransMedics Group
1.6%
▲ 1.48%
7
Open
Jun 01, 2025
Celestica
1.66%
▲ 1.77%
10
Open
Jun 01, 2025
Amphenol
1.57%
▲ 2.35%
3
Open
Jun 01, 2025
Palantir Technologies
0.98%
▲ 15.39%
7
Buy
Jun 01, 2025
Boston Scientific
▼ 1.79%
3
Close
Jun 01, 2025
Intuit
1.53%
▲ 0.86%
1
Open
Jun 01, 2025
Cadence Design
▲ 13.19%
20
Close
May 30, 2025
Arista Networks
▼ 0.19%
20
Close
May 29, 2025
Nutanix
▲ 10.97%
5
Close
May 29, 2025
Intuitive Surgical
▲ 0.93%
12
Close
May 27, 2025
iShares 0-3 Month Treasury Bond ETF
▲ 0.94%
6
Close
May 27, 2025
Broadcom
1.7%
▼ 1.57%
27
Open
May 19, 2025
Nvidia
1.08%
▲ 331.59%
30
Buy
May 19, 2025