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Ocham’s Razor - New Portfolio

PerformancePortfolio Details

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #395,367 out of 788,174 TipRanks' Investors
Success Rate
44%
562 out of 1267
profitable transactions
Average Return
12.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.32%
6-Month Return▲ 39.48%
12-Month Return▲ 83.16%
YTD Return▲ 24.47%
Total Return▲ 557.71%

Best Trade

AssetEnphase Energy (ENPH)
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

26.35%0-26.35%
▲ 8.13%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.12%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 12.10%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.16%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 26.35%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.49%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 13.42%
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 9.99%▼ 0.89%▼ 0.12%
▲ 26.03%▲ 5.96%▲ 12.10%
▲ 5.97%▼ 2.41%▼ 4.16%
▲ 5.25%▲ 2.69%▲ 26.35%
▼ 9.08%▲ 1.42%▼ 1.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PRIM
Primoris Services
―
▲ 2.76%
6
Close
Feb 18, 2025
CLBT
Cellebrite DI
―
▼ 8.77%
2
Close
Feb 18, 2025
ELMD
Electromed
―
▼ 5.38%
2
Close
Feb 18, 2025
ALHC
Alignment Healthcare
―
▼ 10.21%
2
Close
Feb 18, 2025
CARG
CarGurus
―
▼ 12.14%
3
Open
Feb 17, 2025
IOT
Samsara
―
▲ 0.41%
5
Open
Feb 17, 2025
GRAL
GRAIL Inc
―
▲ 1.34%
1
Open
Feb 17, 2025
HOOD
Robinhood Markets
1.39%
▼ 7.25%
1
Open
Feb 17, 2025
OSPN
OneSpan
―
▼ 7.93%
1
Open
Feb 17, 2025
TAL
TAL Education Group
1.94%
▼ 1.03%
1
Open
Feb 17, 2025
VRT
Vertiv Holdings
―
▼ 0.56%
6
Close
Feb 14, 2025
VERX
Vertex
―
▲ 13.47%
3
Close
Feb 14, 2025
ALAB
Astera Labs, Inc.
―
▼ 18.13%
3
Close
Feb 14, 2025
EAT
Brinker International
1.39%
▲ 24.77%
5
Sell
Feb 13, 2025
ETN
Eaton
―
▲ 4.33%
9
Close
Feb 13, 2025
KKR
KKR & Co
―
▲ 25.50%
5
Close
Feb 13, 2025
AGX
Argan
―
▲ 15.15%
2
Close
Feb 13, 2025
XLU
Utilities Select Sector SPDR Fund
1.15%
▲ 6.21%
10
Sell
Feb 10, 2025
GMED
Globus Medical
―
▲ 0.56%
4
Close
Feb 10, 2025
APP
AppLovin
3.19%
▲ 79.13%
10
Sell
Feb 10, 2025