Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #323,217 out of 753,381 TipRanks' Investors
Success Rate
44%
492 out of 1115
profitable transactions
Average Return
12.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
6.07% FTAI
4.87% NVDA
4.24% HWM
4.18% MSFT
3.58% LLY
77.06% Others
By Assets
81.94% Stocks
10.60% ETFs
7.46% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
24.69% Industrials
19.49% Technology
13.75% Financial
11.45% General
10.83% Utilities
19.79% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$248.39
$5.97
(2.46%)
premium
315 Buy
126 Hold
14 Sell
Moderate Buy
premium
$23.24B
66.91%
CRWD
CrowdStrike Holdings
$271.54
$3.9
(1.46%)
premium
30 Buy
6 Hold
1 Sell
Strong Buy
premium
$66.08B
86.69%
HEI
HEICO
$246.72
$0.65
(0.26%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$29.65B
49.42%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
ITB
ITB
< ETF >
iShares U.S. Home Construction ETF
$123.15
$5.03
(4.26%)
premium
201 Buy
155 Hold
21 Sell
Moderate Buy
premium
$3.12B
48.21%
GOOG
Alphabet Class C
$167.43
$1.94
(1.17%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.05T
28.38%
CALF
CALF
< ETF >
Pacer US Small Cap Cash Cows 100 ETF
$46.12
$1.32
(2.95%)
premium
158 Buy
148 Hold
26 Sell
Hold
premium
$9.12B
10.60%
ARCC
Ares Capital
$20.92
$0.01
(0.05%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.19B
8.90%
LEN
Lennar
$185.02
$6.28
(3.51%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$50.37B
59.65%
TOL
Toll Brothers
$148.72
$7.45
(5.27%)
premium
8 Buy
4 Hold
2 Sell
Moderate Buy
premium
$15.27B
90.50%
ANET
Arista Networks
$355.13
$2.96
(0.84%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$111.57B
98.19%
LLY
Eli Lilly & Co
$952.74
$1.43
(0.15%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$905.51B
73.86%
DHI
DR Horton
$191.79
$6.05
(3.26%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$62.53B
64.34%
TT
Trane Technologies
$352.91
$2.2
(0.63%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$79.64B
77.03%
GRBK
Green Brick Partners
$79.76
$4.49
(5.97%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$3.55B
67.77%
IWY
IWY
< ETF >
iShares Russell Top 200 Growth ETF
$215.77
$2.45
(1.15%)
premium
1K Buy
592 Hold
59 Sell
Moderate Buy
premium
$11.42B
37.93%
GE
GE Aerospace
$171.22
$1.54
(0.91%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$185.66B
54.20%
FTAI
FTAI Aviation
$121.74
$2.18
(1.82%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.44B
244.97%
HWM
Howmet Aerospace
$97.08
$0.53
(0.55%)
premium
16 Buy
1 Hold
1 Sell
Strong Buy
premium
$39.62B
101.74%
APO
Apollo Global Management
$111.51
$3.04
(2.8%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$63.51B
35.13%
ALKT
Alkami Technology
$33.70
$1.82
(5.71%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.34B
95.82%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
KKR
KKR & Co
$122.23
$3.5
(2.95%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$108.47B
105.26%
IBKR
Interactive Brokers
$123.40
$0.7
(0.56%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$52.18B
34.41%
AEP
American Electric Power
$98.25
$0.04
(0.04%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$52.28B
24.64%
AER
Aercap Holdings
$95.51
$1.58
(1.68%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$20.07B
57.01%
DUK
Duke Energy
$112.36
$0.24
(0.21%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$86.76B
24.86%
SO
Southern Co
$86.12
$0.29
(0.34%)
premium
3 Buy
5 Hold
1 Sell
Hold
premium
$94.26B
27.72%
NSSC
Napco Security Technologies
$55.47
$0.69
(1.26%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.05B
144.58%
SPOT
Spotify Technology SA
$342.49
$0.29
(0.08%)
premium
22 Buy
5 Hold
1 Sell
Strong Buy
premium
$67.13B
152.28%
ADMA
ADMA Biologics
$18.40
$0.9
(5.14%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.29B
375.45%
STEP
StepStone Group
$53.68
$1.12
(2.13%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$6.11B
83.71%
FE
FirstEnergy
$43.19
$0.01
(0.02%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$24.87B
19.84%
GDDY
GoDaddy
$162.45
$0.03
(0.02%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$22.90B
131.51%