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Ocham’s Razor - New Portfolio

PerformancePortfolio Details

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #337,529 out of 764,637 TipRanks' Investors
Success Rate
44%
521 out of 1173
profitable transactions
Average Return
12.33%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.54%
6-Month Return▲ 33.79%
12-Month Return▲ 68.31%
YTD Return▲ 50.18%
Total Return▲ 394.39%

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

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
▼ 4.21%
▲ 2.34%
▲ 2.44%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.04%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.35%
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%
▼ 4.21%▲ 2.34%▲ 2.44%
▲ 7.82%▲ 2.10%▲ 2.37%
▲ 6.02%▼ 0.89%▲ 0.04%
▼ 2.13%▲ 0.42%▲ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EAT
Brinker International
1.79%
▲ 7.31%
3
Open
Nov 03, 2024
ARES
Ares Management
―
▼ 4.97%
6
Close
Nov 03, 2024
VST
Vistra Energy
1.73%
▼ 3.13%
5
Open
Nov 03, 2024
ADMA
ADMA Biologics
―
▲ 41.73%
3
Open
Nov 03, 2024
RCL
Royal Caribbean
1.7%
▲ 4.93%
3
Open
Nov 03, 2024
LPLA
LPL Financial
1.37%
0.00%
1
Open
Nov 03, 2024
NCLH
Norwegian Cruise Line
1.67%
0.00%
1
Open
Nov 03, 2024
SFM
Sprouts Farmers
1.64%
0.00%
1
Open
Nov 03, 2024
TGTX
TG Therapeutics
―
0.00%
1
Open
Nov 03, 2024
TVTX
Travere Therapeutics
1.65%
0.00%
1
Open
Nov 03, 2024
HEI
HEICO
―
▲ 0.63%
5
Close
Oct 31, 2024
AXON
Axon Enterprise
―
▼ 0.74%
6
Close
Oct 31, 2024
ALKT
Alkami Technology
―
▼ 1.77%
8
Close
Oct 31, 2024
VRT
Vertiv Holdings
―
▲ 6.54%
4
Close
Oct 31, 2024
BWIN
Baldwin Insurance Group
―
▲ 1.24%
4
Close
Oct 30, 2024
NOW
ServiceNow
1.59%
▲ 33.88%
20
Open
Oct 29, 2024
MNDY
Monday.com
1.47%
▼ 2.00%
3
Open
Oct 29, 2024
GE
GE Aerospace
1.43%
▲ 99.55%
3
Sell
Oct 29, 2024
CLS
Celestica
1.47%
▼ 3.73%
7
Open
Oct 29, 2024
ICE
Intercontinental Exchange
1.54%
▼ 4.79%
3
Open
Oct 29, 2024