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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #363,566 out of 779,779 TipRanks' Investors
Success Rate
44%
543 out of 1231
profitable transactions
Average Return
12.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.47%
6-Month Return▲ 7.34%
12-Month Return▲ 58.07%
YTD Return▲ 0.18%
Total Return▲ 425.92%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.64%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 12.10%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.75%
Dec 2024
▲ 5.95%
▼ 0.95%
▲ 0.18%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.64%
▲ 8.13%▲ 1.21%▲ 13.42%
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 10.00%▼ 0.89%▼ 0.15%
▲ 26.04%▲ 5.96%▲ 12.10%
▲ 5.96%▼ 2.41%▼ 4.75%
▲ 5.95%▼ 0.95%▲ 0.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ServiceNow
▲ 34.74%
21
Close
Jan 10, 2025
Jefferies
▼ 8.30%
2
Close
Jan 10, 2025
Atlassian
▲ 12.49%
9
Close
Jan 08, 2025
Trade Desk
▼ 7.65%
13
Close
Jan 08, 2025
Cerence
▲ 2.08%
10
Close
Jan 07, 2025
Home Depot
▲ 4.10%
5
Close
Jan 07, 2025
Tenaris SA
▼ 4.00%
3
Close
Jan 06, 2025
Shift4 Payments
1.79%
▼ 3.40%
7
Open
Jan 06, 2025
Makemytrip
1.64%
▲ 0.06%
13
Open
Jan 06, 2025
Cellebrite DI
1.66%
▼ 3.01%
1
Open
Jan 06, 2025
Electromed
1.66%
▼ 4.68%
1
Open
Jan 06, 2025
Taiwan Semiconductor Manufacturing
1.75%
▲ 11.03%
8
Open
Dec 30, 2024
Deckers Outdoor
1.78%
▲ 3.27%
7
Open
Dec 30, 2024
Birkenstock Holding plc
1.7%
▼ 1.89%
1
Open
Dec 30, 2024
Clearwater Analytics Holdings
▲ 13.11%
2
Close
Dec 26, 2024
Carnival
▼ 0.27%
2
Close
Dec 26, 2024
Perella Weinberg Partners
▼ 3.26%
2
Close
Dec 24, 2024
Sprouts Farmers
▼ 1.81%
2
Close
Dec 23, 2024
U.S. Global Jets ETF
1.8%
▲ 6.07%
4
Open
Dec 22, 2024
Reddit Inc Class A
2.86%
▲ 137.19%
2
Sell
Dec 22, 2024