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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #461,162 out of 823,066 TipRanks' Investors
Success Rate
45%
647 out of 1447
profitable transactions
Average Return
12.12%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.87%
6-Month Return▲ 309.56%
12-Month Return▲ 330.24%
YTD Return▲ 315.52%
Total Return▲ 2085.00%

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%
▼ 6.38%
▼ 5.57%
▼ 8.74%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 1.65%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 81.59%
May 2025
▲ 9.25%
▲ 5.14%
▲ 41.39%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 30.86%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.40%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.62%
Sep 2025
▲ 0.54%
▼ 0.47%
▲ 2.47%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 8.74%
▲ 0.80%▼ 0.87%▲ 1.65%
▲ 11.63%▲ 6.28%▲ 81.59%
▲ 9.25%▲ 5.14%▲ 41.39%
▲ 7.60%▲ 2.30%▲ 30.86%
▲ 2.76%▲ 2.05%▲ 3.40%
▲ 12.88%▲ 3.56%▲ 8.62%
▲ 0.54%▼ 0.47%▲ 2.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ubiquiti Networks
▲ 0.54%
6
Close
Oct 10, 2025
Shopify
▼ 5.24%
8
Close
Oct 10, 2025
Green Brick Partners
▲ 5.83%
9
Close
Oct 10, 2025
BeOne Medicines
▼ 7.09%
2
Close
Oct 10, 2025
Gold Fields
▼ 5.86%
2
Close
Oct 09, 2025
DR Horton
▼ 4.46%
6
Close
Oct 08, 2025
Aehr Test Systems
▼ 0.09%
9
Close
Oct 07, 2025
HEICO
0.87%
▲ 3.90%
10
Sell
Oct 06, 2025
AppLovin
▲ 45.14%
17
Close
Oct 06, 2025
Home Depot
0.61%
▲ 1.77%
7
Sell
Oct 06, 2025
Lowe's
▼ 3.67%
2
Close
Oct 06, 2025
Advanced Energy
1.17%
▼ 0.89%
16
Sell
Oct 05, 2025
Johnson Controls
0.57%
▲ 3.48%
5
Sell
Oct 05, 2025
Comfort Systems
1.36%
▲ 36.09%
10
Sell
Oct 05, 2025
AeroVironment
1.18%
▼ 3.36%
5
Open
Oct 05, 2025
Celestica
2.09%
▲ 25.83%
11
Sell
Oct 05, 2025
D-Wave Quantum
1.3%
▲ 4.68%
3
Open
Oct 05, 2025
Hesai Group Sponsored ADR
▼ 8.89%
2
Close
Oct 05, 2025
Stoke Therapeutics
1.22%
▲ 13.17%
1
Open
Oct 05, 2025
Banco Santander SA
1.02%
▼ 0.69%
1
Open
Oct 05, 2025