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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #313,935 out of 747,498 TipRanks' Investors
Success Rate
44%
486 out of 1100
profitable transactions
Average Return
12.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.88%
6-Month Return▲ 36.32%
12-Month Return▲ 51.11%
YTD Return▲ 42.82%
Total Return▲ 370.33%

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

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.34%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.33%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.04%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.91%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.96%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 14.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.70%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 13.47%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.34%
▼ 1.87%▲ 1.59%▲ 3.33%
▲ 14.08%▲ 5.22%▲ 8.04%
▲ 5.05%▲ 3.27%▲ 2.91%
▼ 12.40%▼ 4.03%▼ 4.96%
▲ 11.46%▲ 5.06%▲ 14.47%
▼ 2.25%▲ 3.53%▲ 0.70%
▲ 25.65%▲ 0.88%▲ 13.47%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DR Horton
1.78%
▼ 2.02%
3
Open
Jul 22, 2024
Pure Storage
▼ 12.41%
11
Close
Jul 18, 2024
CyberArk Software
▼ 4.71%
11
Close
Jul 18, 2024
iShares U.S. Home Construction ETF
2.1%
▲ 15.89%
10
Open
Jul 18, 2024
Camtek
▼ 7.24%
5
Close
Jul 18, 2024
Lennar
2.09%
▲ 3.64%
10
Open
Jul 18, 2024
Arista Networks
1.01%
▼ 1.64%
16
Sell
Jul 18, 2024
Green Brick Partners
1.82%
▲ 17.27%
5
Open
Jul 18, 2024
Natera
1.3%
▲ 59.32%
3
Sell
Jul 18, 2024
Wingstop
▼ 0.86%
4
Close
Jul 18, 2024
Royal Caribbean
▲ 4.93%
2
Close
Jul 18, 2024
Dell Technologies
1.03%
▼ 9.34%
4
Sell
Jul 17, 2024
CAVA Group, Inc.
▲ 21.57%
3
Close
Jul 17, 2024
Chipotle
▼ 4.78%
3
Close
Jul 17, 2024
Berkshire Hathaway B
1.33%
▲ 1.87%
3
Open
Jul 16, 2024
Utilities Select Sector SPDR Fund
▲ 6.21%
8
Close
Jul 09, 2024
Comfort Systems
0.93%
▲ 43.41%
5
Sell
Jul 09, 2024
Freshpet
▼ 4.52%
2
Close
Jul 09, 2024
Taiwan Semiconductor Manufacturing
1.86%
▲ 22.68%
5
Open
Jul 07, 2024
Celestica
2.02%
▼ 3.35%
5
Open
Jul 07, 2024