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Ocham’s Razor - New Portfolio

Ochams Razor

Ocham’s Razor
Individual Investor
Ranked #273,189 out of 735,043 TipRanks' Investors
Success Rate
46%
483 out of 1059
profitable transactions
Average Return
13.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.64%
6-Month Return▲ 24.32%
12-Month Return▲ 40.20%
YTD Return▲ 18.35%
Total Return▲ 289.74%

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

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 3.18%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 11.88%
Nov 2023
▲ 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
▲ 11.08%
▲ 5.47%
▲ 8.39%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 3.18%
▲ 9.22%▲ 9.13%▲ 11.88%
▲ 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%
▲ 11.08%▲ 5.47%▲ 8.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Comfort Systems
2.05%
▲ 49.04%
3
Sell
May 17, 2024
Parsons
▼ 1.98%
4
Close
May 17, 2024
Arista Networks
1.38%
▼ 2.06%
15
Open
May 14, 2024
Utilities Select Sector SPDR Fund
1.3%
▲ 7.59%
6
Open
May 13, 2024
Cadence Design
0.62%
▲ 17.40%
17
Sell
May 13, 2024
CyberArk Software
▼ 4.80%
9
Close
May 13, 2024
Onto Innovation
1.61%
▼ 0.06%
6
Open
May 13, 2024
Lennar
▲ 4.27%
9
Close
May 13, 2024
American Electric Power
1.47%
▲ 1.26%
1
Open
May 13, 2024
Aercap Holdings
1.45%
▲ 1.97%
1
Open
May 13, 2024
Duke Energy
1.49%
▲ 1.98%
1
Open
May 13, 2024
Entergy
1.46%
▲ 1.06%
1
Open
May 13, 2024
Southern Co
1.37%
▲ 1.99%
1
Open
May 13, 2024
Transdigm Group
1.3%
▲ 0.89%
1
Open
May 13, 2024
Vistra Energy
1.42%
▲ 4.34%
1
Open
May 13, 2024
Axon Enterprise
▼ 4.10%
4
Close
May 07, 2024
Itron
1.57%
▼ 1.18%
4
Open
May 06, 2024
HEICO
1.55%
▼ 6.32%
3
Open
May 06, 2024
TransMedics Group
1.49%
▼ 0.39%
3
Open
May 06, 2024
Carpenter Technology
1.58%
▲ 7.82%
3
Open
May 06, 2024