URBINA - New Portfolio

JOSE MANUEL LOPEZ

URBINA
Individual Investor
Ranked #59,483 out of 757,311 TipRanks' Investors
Success Rate
70%
44 out of 63
profitable transactions
Average Return
23.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.88%
6-Month Return▲ 3.08%
12-Month Return▲ 30.07%
YTD Return▲ 17.20%
Total Return▲ 75.53%

Best Trade

Opened at
Closed at-
Gain▲ 140.98%

Bio

choosing the good

Performance

25.76%0-25.76%
▲ 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
▲ 25.76%
▲ 1.21%
▼ 3.07%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 3.76%
Aug 2024
▲ 2.65%
▼ 0.40%
▼ 1.99%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▲ 25.76%▲ 1.21%▼ 3.07%
▼ 4.21%▲ 2.34%▲ 3.76%
▲ 2.65%▼ 0.40%▼ 1.99%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lam Research
4.6%
▲ 0.30%
1
Open
Sep 05, 2024
Visa
5.54%
▲ 38.68%
4
Buy
Aug 19, 2024
Mastercard
5.74%
▲ 5.95%
1
Open
Aug 19, 2024
Nike
0%
▼ 22.14%
2
Sell
Aug 13, 2024
Shift4 Payments
0%
▲ 16.47%
2
Sell
Aug 13, 2024
Axon Enterprise
0%
▲ 37.55%
7
Sell
Aug 12, 2024
Matador Resources
4.05%
▼ 15.60%
1
Open
Jul 31, 2024
CrowdStrike Holdings
0%
▲ 44.26%
5
Sell
Jul 23, 2024
Kiniksa Pharmaceuticals
0%
▲ 34.99%
2
Sell
Jul 23, 2024
Dexcom
0%
▼ 40.25%
2
Sell
Jul 15, 2024
Berkshire Hathaway B
7.14%
▲ 53.63%
3
Buy
Jun 12, 2024
Glencore
0%
▼ 2.14%
2
Sell
May 14, 2024
Microsoft
10.22%
▲ 47.24%
5
Buy
May 03, 2024
AstraZeneca
0%
▲ 21.26%
2
Sell
May 03, 2024
ACM Research
2.71%
▼ 39.68%
1
Open
Apr 18, 2024
Crocs
0%
▲ 40.92%
2
Sell
Apr 10, 2024
Healthequity
4.58%
▼ 1.36%
1
Open
Apr 09, 2024
Catalyst Pharma
4.97%
▲ 25.72%
1
Open
Mar 08, 2024
Alphabet Class C
7.61%
▲ 46.91%
5
Buy
Feb 29, 2024
Mondelez International
4.36%
▲ 3.03%
1
Open
Feb 26, 2024