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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #367,730 out of 793,704 TipRanks' Investors
Success Rate
43%
556 out of 1282
profitable transactions
Average Return
10.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.95%
6-Month Return▲ 16.45%
12-Month Return▲ 50.20%
YTD Return▲ 8.04%
Total Return▲ 468.16%

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

26.36%0-26.36%
▼ 13.14%
▲ 2.34%
▲ 2.42%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.37%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.08%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 12.11%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 4.67%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 26.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.11%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 6.95%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 2.42%
▲ 2.93%▲ 2.10%▲ 2.37%
▲ 10.00%▼ 0.89%▼ 0.08%
▲ 26.01%▲ 5.96%▲ 12.11%
▲ 5.33%▼ 2.41%▼ 4.67%
▲ 5.89%▲ 2.69%▲ 26.36%
▼ 12.86%▼ 1.27%▼ 8.11%
▲ 3.73%▼ 4.27%▼ 6.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Celestica
▲ 1.33%
9
Close
Mar 27, 2025
TAL Education Group
▼ 10.14%
2
Close
Mar 25, 2025
iShares Expanded Tech-Software Sector ETF
0.64%
▲ 6.85%
6
Sell
Mar 17, 2025
iShares MSCI Germany ETF
1.17%
▼ 3.69%
1
Open
Mar 17, 2025
Vanguard FTSE Europe ETF
1.24%
▼ 2.23%
1
Open
Mar 17, 2025
Costco
▼ 14.92%
2
Close
Mar 13, 2025
Nuveen S&P 500 Buy-Write Income Fund of Benef Interest
1.28%
▲ 3.39%
1
Open
Mar 13, 2025
NEOS Enhanced Income Cash Alternative ETF
1.38%
▲ 0.42%
1
Open
Mar 13, 2025
United Airlines Holdings
▼ 3.83%
4
Close
Mar 11, 2025
Remitly Global
▼ 15.31%
6
Close
Mar 11, 2025
Ares Capital
6.21%
▲ 15.81%
5
Buy
Mar 10, 2025
iShares 0-3 Month Treasury Bond ETF
27.95%
▲ 0.24%
2
Buy
Mar 10, 2025
Adtalem Global Education
▲ 1.80%
2
Close
Mar 07, 2025
Amazon
0.56%
▲ 22.51%
6
Sell
Mar 06, 2025
Brinker International
0.86%
▲ 25.17%
6
Sell
Mar 06, 2025
AppLovin
0.73%
▲ 43.07%
11
Sell
Mar 06, 2025
Apollo Global Management
0.79%
▲ 23.48%
5
Sell
Mar 06, 2025
Interactive Brokers
0.7%
▲ 45.72%
3
Sell
Mar 06, 2025
Goldman Sachs Group
0.54%
▼ 11.51%
2
Sell
Mar 06, 2025
Intuitive Machines
▼ 50.92%
2
Close
Mar 06, 2025