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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #356,965 out of 769,002 TipRanks' Investors
Success Rate
45%
534 out of 1191
profitable transactions
Average Return
12.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.04%
6-Month Return▲ 36.57%
12-Month Return▲ 70.75%
YTD Return▲ 62.16%
Total Return▲ 433.84%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 4.96%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 0.13%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 8.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.96%
▲ 11.46%▲ 5.06%▲ 14.47%
▼ 2.25%▲ 3.53%▲ 0.64%
▲ 25.72%▲ 1.21%▲ 13.42%
▼ 4.22%▲ 2.34%▲ 2.42%
▲ 7.82%▲ 2.10%▲ 2.37%
▲ 5.70%▼ 0.89%▼ 0.13%
▲ 23.63%▲ 3.84%▲ 8.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Credo Technology Group Holding Ltd
▼ 7.29%
5
Close
Nov 20, 2024
Financial Select Sector SPDR Fund
1.55%
▼ 1.49%
6
Open
Nov 18, 2024
Netflix
1.67%
▼ 1.93%
5
Open
Nov 18, 2024
Intercontinental Exchange
▼ 3.88%
4
Close
Nov 18, 2024
Palantir Technologies
▲ 1.69%
2
Close
Nov 18, 2024
Rocket Lab USA
1.73%
▲ 4.61%
1
Open
Nov 18, 2024
Clear Secure
▼ 15.06%
2
Close
Nov 15, 2024
Leidos Holdings
▼ 20.23%
2
Close
Nov 15, 2024
Green Brick Partners
▲ 15.71%
6
Close
Nov 12, 2024
GE Vernova Inc.
▲ 8.35%
2
Close
Nov 12, 2024
Quanta Services
1.58%
▲ 9.87%
9
Open
Nov 11, 2024
T Mobile US
1.46%
▼ 2.44%
3
Open
Nov 11, 2024
Monday.com
▼ 6.02%
4
Close
Nov 11, 2024
Vertiv Holdings
1.64%
▲ 7.18%
5
Open
Nov 11, 2024
American Electric Power
▲ 5.22%
2
Close
Nov 11, 2024
HEICO
1.72%
▲ 2.18%
6
Open
Nov 09, 2024
Axon Enterprise
1.46%
▼ 0.81%
7
Open
Nov 09, 2024
Travere Therapeutics
▲ 9.67%
2
Close
Nov 08, 2024
Duolingo
▲ 16.85%
2
Close
Nov 07, 2024
iShares U.S. Home Construction ETF
▲ 16.94%
11
Close
Nov 06, 2024