URBINA - New Portfolio

JOSE MANUEL LOPEZ

URBINA
Individual Investor
Ranked #60,767 out of 765,740 TipRanks' Investors
Success Rate
70%
50 out of 71
profitable transactions
Average Return
26.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.09%
6-Month Return▲ 8.06%
12-Month Return▲ 38.09%
YTD Return▲ 22.85%
Total Return▲ 84.09%

Best Trade

Opened at
Closed at-
Gain▲ 216.46%

Bio

choosing the good

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.28%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.65%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.60%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.07%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.46%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.53%
Oct 2024
▲ 4.77%
▲ 3.94%
▲ 3.85%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.28%
▲ 11.46%▲ 5.06%▲ 5.65%
▼ 2.25%▲ 3.53%▲ 2.60%
▲ 25.72%▲ 1.21%▼ 3.07%
▼ 4.21%▲ 2.34%▲ 3.76%
▲ 7.82%▲ 2.10%▲ 0.46%
▲ 6.02%▼ 0.89%▼ 1.53%
▲ 4.77%▲ 3.94%▲ 3.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Super Micro Computer
0%
▼ 36.68%
2
Sell
Oct 29, 2024
Abbott Laboratories
4.12%
▲ 0.95%
1
Open
Oct 24, 2024
Adobe
4.07%
▲ 3.56%
1
Open
Oct 24, 2024
Mastercard
0%
▲ 11.05%
2
Sell
Oct 22, 2024
Synopsys
5.59%
▲ 13.45%
1
Open
Oct 21, 2024
Lam Research
0%
▲ 5.11%
2
Sell
Oct 14, 2024
Alphabet Class C
8.88%
▲ 52.84%
6
Buy
Oct 09, 2024
Merck & Company
4.93%
▼ 6.83%
1
Open
Oct 07, 2024
ACM Research
0%
▼ 24.83%
2
Sell
Oct 03, 2024
Mondelez International
4.27%
▼ 8.85%
3
Buy
Oct 02, 2024
Visa
0%
▲ 47.01%
5
Sell
Sep 27, 2024
Civitas Resources
4.34%
▲ 3.99%
1
Open
Sep 25, 2024
Nike
0%
▼ 26.93%
2
Sell
Aug 13, 2024
Shift4 Payments
0%
▲ 35.93%
2
Sell
Aug 13, 2024
Axon Enterprise
0%
▲ 47.47%
7
Sell
Aug 12, 2024
Matador Resources
3.67%
▼ 7.70%
1
Open
Jul 31, 2024
CrowdStrike Holdings
0%
▲ 78.64%
5
Sell
Jul 23, 2024
Kiniksa Pharmaceuticals
0%
▲ 22.92%
2
Sell
Jul 23, 2024
Dexcom
0%
▼ 40.73%
2
Sell
Jul 15, 2024
Berkshire Hathaway B
5.98%
▲ 54.82%
3
Buy
Jun 12, 2024