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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #355,222 out of 793,836 TipRanks' Investors
Success Rate
43%
555 out of 1282
profitable transactions
Average Return
10.83%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
35.72% SGOV
7.85% ARCC
2.88% HWM
2.49% SPOT
2.03% LTH
49.03% Others
By Assets
39.09% ETFs
38.61% Stocks
21.02% Cash
1.28% Funds
0.00% Cryptocurrency
By Sector
52.64% General
14.85% Financial
8.18% Technology
6.34% Communication Services
5.60% Consumer Cyclical
12.38% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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uk642md
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honim0tgt4
honim0tgt4
premium
honim0tgt4
premium
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$108.38
$1.29
(1.18%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.68T
21.38%
XLU
XLU
< ETF >
$78.85
$0.87
(1.12%)
premium
184 Buy
150 Hold
14 Sell
Moderate Buy
premium
$17.43B
19.51%
$338.00
$2.26
(0.67%)
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$16.61B
26.39%
$352.58
$4.53
(1.27%)
premium
31 Buy
3 Hold
0 Sell
Strong Buy
premium
$88.52B
11.39%
$267.19
$1.13
(0.42%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$32.22B
39.30%
$222.13
$4.23
(1.94%)
premium
17 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.27T
27.07%
QTUM
QTUM
< ETF >
$74.53
$0.64
(0.85%)
premium
654 Buy
280 Hold
29 Sell
Moderate Buy
premium
$1.09B
22.53%
$190.26
$2.46
(1.28%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.04T
6.84%
$149.05
$1.46
(0.99%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$6.55B
197.08%
$58.03
$0.48
(0.82%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$10.98B
117.43%
$22.16
$0.05
(0.23%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
6.19%
$112.69
$2.23
(1.94%)
premium
15 Buy
12 Hold
1 Sell
Moderate Buy
premium
$39.66B
18.68%
$264.97
$7.41
(2.72%)
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
$92.60B
293.50%
$20.95
$0.04
(0.19%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$5.88B
10.07%
AMLP
AMLP
< ETF >
$51.94
$0.13
(0.25%)
premium
47 Buy
24 Hold
12 Sell
Moderate Buy
premium
$10.78B
9.64%
$30.20
$0.3
(0.98%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.39B
96.52%
IWY
IWY
< ETF >
$210.94
$0.45
(0.21%)
premium
2K Buy
603 Hold
67 Sell
Moderate Buy
premium
$12.05B
7.75%
IGV
IGV
< ETF >
$88.99
$0.88
(0.98%)
premium
1K Buy
518 Hold
52 Sell
Moderate Buy
premium
$10.41B
5.70%
$129.73
$0.04
(0.03%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$52.53B
89.52%
$136.94
$0.02
(0.01%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$78.13B
21.80%
$932.53
$1.32
(0.14%)
premium
30 Buy
10 Hold
1 Sell
Moderate Buy
premium
$399.46B
53.76%
$165.59
$0.87
(0.53%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.61B
47.45%
$109.27
$2.31
(2.16%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$57.12B
24.23%
$550.03
$11.13
(1.98%)
premium
18 Buy
10 Hold
0 Sell
Moderate Buy
premium
$112.67B
112.64%
$205.44
$2.14
(1.03%)
premium
18 Buy
3 Hold
0 Sell
Strong Buy
premium
$55.87B
49.33%
$84.40
$1.45
(1.69%)
premium
4 Buy
10 Hold
4 Sell
Hold
premium
$201.35B
273.10%
$11.63
$0.22
(1.86%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$12.99B
62.33%
$152.81
$3.11
(2.08%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$25.62B
73.24%
$126.50
$0.3
(0.24%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.50B
100.16%
$546.29
$3.17
(0.58%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$168.80B
30.03%
$35.32
$0.84
(2.44%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.42B
$63.81
$0.03
(0.05%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.89B
56.93%
SGOV
SGOV
< ETF >
$100.67
$0
(0%)
premium
premium
$39.32B
0.38%
$14.66
$0.01
(0.07%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.68B
-2.21%
BXMX
BXMX
< FUND >
$13.12
$0.09
(0.69%)
premium
premium
$1.36B
-1.59%
CSHI
CSHI
< ETF >
$49.63
$0
(0%)
premium
premium
$525.90M
-0.42%
EWG
EWG
< ETF >
$37.08
$0.31
(0.83%)
premium
360 Buy
229 Hold
46 Sell
Moderate Buy
premium
$2.05B
17.84%
VGK
VGK
< ETF >
$70.21
$0.77
(1.08%)
premium
3K Buy
2K Hold
531 Sell
Moderate Buy
premium
$22.05B
5.59%
JPST
JPST
< ETF >
$50.63
$0.01
(0.02%)
premium
premium
$31.41B
0.78%