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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:

Allocation

Top Stocks
2.75% RDDT
2.47% APP
2.32% HWM
2.28% RKLB
2.26% NVDA
87.92% Others
By Assets
88.44% Stocks
8.72% ETFs
2.84% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
23.38% Technology
22.76% Industrials
13.54% General
12.50% Financial
11.43% Consumer Cyclical
16.38% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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UAL
United Airlines Holdings
$110.52
$3.14
(2.92%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$35.31B
179.27%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.37T
131.48%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$80.05
$1.21
(1.53%)
premium
180 Buy
127 Hold
13 Sell
Moderate Buy
premium
$17.49B
29.95%
GMED
Globus Medical
$92.41
$1.61
(1.77%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$12.36B
64.93%
AAPL
Apple
$222.64
$7.34
(3.19%)
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.46T
20.06%
QTUM
QTUM
< ETF >
Defiance Quantum ETF
$84.52
$2.64
(3.22%)
premium
593 Buy
261 Hold
35 Sell
Moderate Buy
premium
$905.16M
47.48%
AMZN
Amazon
$230.71
$4.77
(2.11%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
45.45%
TSM
TSMC
$218.70
$7.2
(3.4%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$889.17B
85.20%
IPO
IPO
< ETF >
Renaissance IPO ETF
$46.61
$0.642
(1.4%)
premium
207 Buy
75 Hold
4 Sell
Moderate Buy
premium
$158.92M
31.79%
EAT
Brinker International
$153.63
$9.51
(6.6%)
premium
4 Buy
12 Hold
0 Sell
Hold
premium
$6.40B
260.30%
SHOP
Shopify
$106.28
$2.93
(2.84%)
premium
20 Buy
13 Hold
3 Sell
Moderate Buy
premium
$133.77B
29.17%
ARCC
Ares Capital
$23.37
$0.19
(0.82%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.98B
13.85%
NET
Cloudflare
$119.85
$2.69
(2.3%)
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$40.21B
44.02%
APP
AppLovin
$338.39
$3.95
(1.15%)
premium
14 Buy
4 Hold
0 Sell
Strong Buy
premium
$114.89B
732.13%
ANET
Arista Networks
$121.50
$1.55
(1.29%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$151.11B
82.08%
PWR
Quanta Services
$358.00
$20.54
(6.09%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.81B
66.70%
DECK
Deckers Outdoor
$214.11
$4.2
(2%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.89B
68.10%
TT
Trane Technologies
$397.15
$7.96
(2.05%)
premium
5 Buy
8 Hold
2 Sell
Hold
premium
$87.58B
57.21%
FOUR
Shift4 Payments
$116.13
$1.89
(1.65%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$10.29B
51.89%
LTH
Life Time Group Holdings
$28.30
$0.63
(2.28%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.73B
95.55%
AXON
Axon Enterprise
$605.58
$11.69
(1.97%)
premium
13 Buy
0 Hold
0 Sell
Strong Buy
premium
$45.29B
131.27%
IWY
IWY
< ETF >
iShares Russell Top 200 Growth ETF
$238.82
$1.69
(0.71%)
premium
3K Buy
1K Hold
136 Sell
Strong Buy
premium
$14.16B
31.45%
IGV
IGV
< ETF >
iShares Expanded Tech-Software Sector ETF
$101.95
$1.63
(1.62%)
premium
997 Buy
506 Hold
61 Sell
Moderate Buy
premium
$9.66B
18.81%
FIX
Comfort Systems
$529.22
$25.44
(5.05%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$17.93B
146.11%
ETN
Eaton
$357.63
$11.35
(3.28%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$136.85B
41.57%
HWM
Howmet Aerospace
$127.16
$1.86
(1.48%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$50.90B
124.79%
PRIM
Primoris Services
$89.03
$4.17
(4.91%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.56B
164.50%
APO
Apollo Global Management
$169.24
$2.25
(1.35%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$94.49B
68.78%
CLS
Celestica
$118.10
$4.82
(4.25%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$13.25B
266.60%
KBWB
KBWB
< ETF >
Invesco KBW Bank ETF
$70.54
$0.63
(0.9%)
premium
196 Buy
132 Hold
12 Sell
Moderate Buy
premium
$3.32B
43.73%
PSN
Parsons
$96.44
$1.21
(1.27%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.11B
44.16%
NTRA
Natera
$167.46
$9.1
(5.75%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$20.91B
137.67%
KKR
KKR & Co
$160.71
$3.14
(1.99%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$139.96B
90.73%
VRT
Vertiv Holdings
$143.13
$7.25
(5.34%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$51.00B
153.18%
NFLX
Netflix
$869.68
$11.58
(1.35%)
premium
20 Buy
7 Hold
2 Sell
Moderate Buy
premium
$366.80B
76.67%
IBKR
Interactive Brokers
$192.83
$2.74
(1.44%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$80.32B
111.71%
VST
Vistra Energy
$185.35
$14.49
(8.48%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$58.13B
325.34%
SPOT
Spotify Technology SA
$487.51
$1.98
(0.41%)
premium
20 Buy
7 Hold
0 Sell
Moderate Buy
premium
$95.16B
137.18%
RCL
Royal Caribbean
$243.28
$1.47
(0.61%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.02B
91.95%
STEP
StepStone Group
$63.55
$1.98
(3.22%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.09B
83.74%
RDDT
Reddit Inc Class A
$188.32
$12.99
(7.41%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.78B
VERX
Vertex
$57.00
$0.6
(1.06%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$8.80B
120.92%
AGX
Argan
$185.35
$7.46
(4.19%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$2.41B
289.26%
KVYO
Klaviyo, Inc. Class A
$41.39
$1.21
(3.01%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$10.83B
59.06%
LPLA
LPL Financial
$350.40
$1.47
(0.42%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$26.13B
45.63%
PLTR
Palantir Technologies
$73.07
$1.3
(1.81%)
premium
2 Buy
9 Hold
7 Sell
Moderate Sell
premium
$163.49B
327.71%
RKLB
Rocket Lab USA
$31.27
$7.27
(30.29%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$12.00B
393.83%
ALAB
Astera Labs, Inc.
$124.41
$8.89
(6.67%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$21.14B
SOFI
SoFi Technologies
$17.90
$1.4
(8.48%)
premium
6 Buy
5 Hold
4 Sell
Hold
premium
$17.90B
120.29%
WMT
Walmart
$93.08
$1.14
(1.24%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$738.59B
69.86%
ATGE
Adtalem Global Education
$99.10
$0.93
(0.95%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.68B
57.80%
TKO
TKO Group Holdings
$144.53
$2.33
(1.64%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$24.29B
86.71%
BIRK
Birkenstock Holding plc
$58.98
$0.95
(1.59%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$11.26B
29.38%
CLBT
Cellebrite DI
$23.14
$0.36
(1.58%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.74B
167.06%
ELMD
Electromed
$33.90
$0.1
(0.29%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$287.57M
224.12%
EQT
EQT
$53.43
$0.47
(0.89%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.60B
49.90%
LRN
Stride
$116.54
$2.38
(2.08%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.98B
85.20%
AAL
American Airlines
$18.64
$0.37
(2.03%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$12.01B
33.75%
GS
Goldman Sachs Group
$634.74
$8.8
(1.41%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$196.49B
63.77%
LUNR
Intuitive Machines
$22.94
$4.43
(23.93%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.77B
609.19%