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URBINA - New Portfolio

JOSE MANUEL LOPEZ

URBINA
Individual Investor
Ranked #56,294 out of 747,498 TipRanks' Investors
Success Rate
70%
41 out of 59
profitable transactions
Average Return
26.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.30%
6-Month Return▲ 13.31%
12-Month Return▲ 29.90%
YTD Return▲ 17.86%
Total Return▲ 76.51%

Best Trade

Opened at
Closed at-
Gain▲ 159.21%

Bio

choosing the good

Performance

29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 6.00%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.87%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.17%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.78%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.28%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.61%
Jun 2024
▲ 29.87%
▲ 0.88%
▼ 0.87%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.00%
▼ 1.87%▲ 1.59%▲ 3.87%
▲ 14.08%▲ 5.22%▲ 5.17%
▲ 5.05%▲ 3.27%▲ 3.78%
▼ 12.40%▼ 4.03%▼ 3.28%
▲ 11.46%▲ 5.06%▲ 5.65%
▼ 2.25%▲ 3.53%▲ 2.61%
▲ 29.87%▲ 0.88%▼ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dexcom
0%
▼ 3.96%
2
Sell
Jul 15, 2024
Berkshire Hathaway B
6.63%
▲ 46.18%
3
Buy
Jun 12, 2024
Axon Enterprise
6.02%
▲ 28.93%
6
Open
May 28, 2024
Glencore
0%
▲ 11.00%
2
Sell
May 14, 2024
Microsoft
10.11%
▲ 49.12%
5
Buy
May 03, 2024
AstraZeneca
0%
▲ 21.46%
2
Sell
May 03, 2024
Kiniksa Pharmaceuticals
4.47%
▲ 13.41%
1
Open
Apr 30, 2024
ACM Research
3.27%
▼ 26.62%
1
Open
Apr 18, 2024
Crocs
0%
▲ 34.56%
2
Sell
Apr 10, 2024
Healthequity
4.3%
▼ 6.65%
1
Open
Apr 09, 2024
Shift4 Payments
3.93%
▼ 7.57%
1
Open
Mar 20, 2024
CrowdStrike Holdings
3.51%
▲ 64.69%
4
Buy
Mar 15, 2024
Catalyst Pharma
3.88%
▲ 4.25%
1
Open
Mar 08, 2024
Alphabet Class C
8.37%
▲ 63.67%
5
Buy
Feb 29, 2024
Nike
3.42%
▼ 30.34%
1
Open
Feb 27, 2024
Mondelez International
3.8%
▼ 8.78%
1
Open
Feb 26, 2024
Taiwan Semiconductor Manufacturing
6.44%
▲ 64.47%
3
Buy
Feb 21, 2024
Royalty Pharma
3.25%
▼ 9.22%
1
Open
Feb 21, 2024
Darling Ingredients
3.56%
▼ 10.55%
1
Open
Feb 14, 2024
Amazon
6.94%
▲ 16.27%
3
Buy
Jan 30, 2024