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URBINA - New Portfolio

JOSE MANUEL LOPEZ

URBINA
Individual Investor
Ranked #46,490 out of 836,051 TipRanks' Investors
Success Rate
72%
88 out of 122
profitable transactions
Average Return
40.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.97%
6-Month Return▲ 14.33%
12-Month Return▲ 29.32%
YTD Return▲ 3.70%
Total Return▲ 135.85%

Best Trade

Opened at
Closed at-
Gain▲ 294.28%

Bio

choosing the good

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.74%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.90%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.06%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.24%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.85%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.96%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.99%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 3.70%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.74%
▲ 7.60%▲ 2.30%▲ 1.90%
▲ 2.76%▲ 2.05%▲ 3.06%
▲ 12.88%▲ 3.56%▲ 3.24%
▲ 10.96%▲ 2.38%▲ 1.85%
▼ 3.57%▲ 0.19%▲ 0.96%
▼ 0.10%▲ 0.08%▲ 0.99%
▲ 1.08%▲ 1.11%▲ 3.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
3.69%
▼ 4.89%
2
Buy
Dec 30, 2025
Visa
2.8%
▲ 55.05%
6
Buy
Dec 02, 2025
Merck & Company
0%
▲ 22.08%
4
Sell
Nov 26, 2025
Regeneron
0%
▲ 39.87%
2
Sell
Nov 26, 2025
Heico Cp Cl A
3.01%
▲ 13.23%
1
Open
Nov 22, 2025
AAR
3.01%
▲ 14.94%
1
Open
Nov 07, 2025
Eli Lilly & Co
0%
▲ 64.90%
2
Sell
Nov 05, 2025
Atlanticus Holdings
2.1%
▲ 19.98%
1
Open
Nov 04, 2025
TSMC
3.03%
▲ 148.92%
5
Buy
Oct 28, 2025
S&P Global
2.58%
▲ 27.95%
3
Buy
Oct 06, 2025
Boston Scientific
3.12%
▲ 1.06%
2
Buy
Oct 02, 2025
Nomad Foods
1.91%
▼ 8.89%
1
Open
Oct 01, 2025
UnitedHealth
0%
▲ 0.99%
7
Sell
Sep 20, 2025
Microsoft
11.38%
▲ 38.95%
8
Buy
Sep 04, 2025
GigaCloud Technology, Inc. Class A
0%
▲ 95.18%
2
Sell
Aug 19, 2025
First Solar
0%
▲ 89.97%
2
Sell
Aug 19, 2025
Vertex Pharmaceuticals
2.61%
▲ 22.44%
5
Buy
Aug 12, 2025
Chipotle
1.87%
▼ 5.45%
1
Open
Aug 08, 2025
Rio Tinto
0%
▲ 46.22%
2
Sell
Aug 07, 2025
Berkshire Hathaway B
5.55%
▲ 47.99%
4
Buy
Aug 05, 2025