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URBINA - New Portfolio

JOSE MANUEL LOPEZ

URBINA
Individual Investor
Ranked #57,237 out of 818,742 TipRanks' Investors
Success Rate
70%
78 out of 111
profitable transactions
Average Return
32.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.74%
6-Month Return▲ 16.48%
12-Month Return▲ 23.33%
YTD Return▲ 19.91%
Total Return▲ 116.46%

Best Trade

Opened at
Closed at-
Gain▲ 278.67%

Bio

choosing the good

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 1.38%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.14%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.14%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.85%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.74%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 1.90%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.07%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 2.07%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 1.38%
▼ 1.80%▼ 5.57%▼ 5.14%
▲ 1.84%▼ 0.87%▲ 0.14%
▲ 12.20%▲ 6.28%▲ 5.85%
▲ 6.24%▲ 5.14%▲ 5.74%
▲ 27.91%▲ 2.30%▲ 1.90%
▲ 4.87%▲ 2.05%▲ 3.07%
▲ 8.21%▲ 2.19%▲ 2.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Boston Scientific
2.25%
0.00%
1
Open
Sep 17, 2025
Regeneron
2.23%
▲ 2.11%
1
Open
Sep 05, 2025
Microsoft
14.54%
▲ 47.95%
8
Buy
Sep 04, 2025
GigaCloud Technology, Inc. Class A
0%
▲ 39.03%
2
Sell
Aug 19, 2025
First Solar
0%
▲ 62.55%
2
Sell
Aug 19, 2025
Eli Lilly & Co
2.89%
▲ 15.34%
1
Open
Aug 13, 2025
Vertex Pharmaceuticals
2.58%
▲ 7.12%
5
Buy
Aug 12, 2025
Chipotle
2.26%
▼ 4.27%
1
Open
Aug 08, 2025
Rio Tinto
0%
▲ 9.40%
2
Sell
Aug 07, 2025
Berkshire Hathaway B
6.55%
▲ 45.79%
4
Buy
Aug 05, 2025
Fiserv
2.55%
▼ 0.07%
1
Open
Aug 05, 2025
ACM Research
0%
▲ 59.79%
4
Sell
Jul 24, 2025
JBS
2.96%
▲ 17.12%
1
Open
Jul 24, 2025
Okta
2.57%
▼ 1.70%
1
Open
Jul 11, 2025
Novo Nordisk
2.21%
▼ 17.39%
1
Open
Jul 10, 2025
TSMC
0%
▲ 164.34%
4
Sell
Jun 30, 2025
Camtek
0%
▲ 4.71%
2
Sell
Jun 27, 2025
Booz Allen
0%
▼ 11.91%
2
Sell
Jun 27, 2025
Amazon
10.56%
▲ 29.07%
5
Buy
Jun 13, 2025
Alphabet Class C
8.31%
▲ 88.74%
9
Buy
Jun 13, 2025