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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #367,268 out of 775,913 TipRanks' Investors
Success Rate
44%
537 out of 1217
profitable transactions
Average Return
12.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.86%
6-Month Return▲ 29.32%
12-Month Return▲ 62.01%
YTD Return▲ 62.09%
Total Return▲ 433.64%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 14.47%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.64%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 13.42%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.15%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 12.10%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 3.19%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 14.47%
▼ 2.25%▲ 3.53%▲ 0.64%
▲ 25.71%▲ 1.21%▲ 13.42%
▼ 4.22%▲ 2.34%▲ 2.42%
▲ 7.82%▲ 2.10%▲ 2.37%
▲ 5.38%▼ 0.89%▼ 0.15%
▲ 43.22%▲ 5.96%▲ 12.10%
▲ 3.34%▼ 1.56%▼ 3.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
FTAI Aviation
▲ 322.99%
8
Close
Dec 19, 2024
Norwegian Cruise Line
▲ 1.03%
2
Close
Dec 19, 2024
Tyler Technologies
▲ 1.76%
9
Close
Dec 18, 2024
HubSpot
▲ 10.82%
8
Close
Dec 18, 2024
GE Aerospace
▲ 85.89%
4
Close
Dec 18, 2024
Intapp
▼ 7.06%
7
Close
Dec 17, 2024
Oracle
▼ 6.93%
8
Close
Dec 17, 2024
Makemytrip
▲ 1.71%
12
Close
Dec 17, 2024
Berkshire Hathaway B
▲ 4.28%
4
Close
Dec 17, 2024
Sterling Construction
▲ 19.69%
2
Close
Dec 17, 2024
Hamilton Lane
▼ 14.00%
2
Close
Dec 17, 2024
Palantir Technologies
▲ 3.26%
4
Close
Dec 17, 2024
Defiance Quantum ETF
1.72%
▼ 18.14%
5
Open
Dec 16, 2024
Amazon
1.59%
▲ 27.57%
5
Open
Dec 16, 2024
Renaissance IPO ETF
1.57%
▲ 5.55%
7
Open
Dec 16, 2024
iShares Expanded Tech-Software Sector ETF
1.83%
▲ 12.04%
5
Open
Dec 16, 2024
SoundHound AI, Inc Class A
▲ 90.43%
2
Close
Dec 12, 2024
Loar Holdings Inc.
▼ 1.55%
4
Close
Dec 11, 2024
HEICO
▼ 0.52%
7
Close
Dec 10, 2024
Quanta Services
▲ 9.12%
10
Close
Dec 10, 2024