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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #370,780 out of 781,107 TipRanks' Investors
Success Rate
45%
555 out of 1235
profitable transactions
Average Return
12.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 22.60%
6-Month Return▲ 37.26%
12-Month Return▲ 89.49%
YTD Return▲ 24.49%
Total Return▲ 553.54%

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
▲ 5.93%
▼ 2.41%
▼ 4.75%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 24.49%
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%
▲ 5.93%▼ 2.41%▼ 4.75%
▲ 6.90%▲ 1.96%▲ 24.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
United Airlines Holdings
1.49%
▲ 23.53%
3
Open
Jan 21, 2025
Financial Select Sector SPDR Fund
▼ 0.88%
7
Close
Jan 21, 2025
U.S. Global Jets ETF
▲ 6.01%
5
Close
Jan 21, 2025
Quanta Services
1.52%
▲ 9.12%
11
Open
Jan 21, 2025
Life Time Group Holdings
1.51%
▼ 16.10%
4
Open
Jan 21, 2025
Comfort Systems
1.5%
▲ 41.82%
7
Open
Jan 21, 2025
Invesco KBW Bank ETF
1.4%
▼ 4.29%
4
Open
Jan 21, 2025
Parsons
1.37%
▼ 1.98%
5
Open
Jan 21, 2025
American Airlines
1.32%
0.00%
1
Open
Jan 21, 2025
Goldman Sachs Group
1.35%
0.00%
1
Open
Jan 21, 2025
Intuitive Machines
1.79%
0.00%
1
Open
Jan 21, 2025
Apple
0.63%
▲ 57.01%
21
Sell
Jan 13, 2025
FTAI Aviation
▲ 145.64%
9
Close
Jan 13, 2025
Makemytrip
▼ 0.65%
14
Close
Jan 13, 2025
Amer Sports, Inc.
▲ 2.27%
1
Close
Jan 13, 2025
EQT
1.52%
▲ 5.75%
1
Open
Jan 13, 2025
Stride
1.49%
▲ 4.26%
1
Open
Jan 13, 2025
ServiceNow
▲ 34.74%
21
Close
Jan 10, 2025
Jefferies
▼ 8.30%
2
Close
Jan 10, 2025
Atlassian
▲ 12.49%
9
Close
Jan 08, 2025