• INCEPTION (01/10/2013)

  • 5 YRS
  • AVG. ANNUAL RETURN

  • 7.85%
  • S&P RETURN

  • 14.33%
(URB) Urban

URB Growth of $10,000

URB Model
URB Composite
S&P 500

URB Month By Month (As Of: 06/29/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec URB YTD S&P YTD
20186.30%-7.16%-6.71%0.34%-1.73%1.13%-------8.19% 2.65%
20171.64%-0.65%-3.42%0.29%-5.15%1.73%0.78%-3.28%5.81%-4.86%5.27%1.21%-1.34% 21.83%
2016-7.38%1.65%4.49%2.97%1.01%-0.59%6.45%2.00%0.74%-2.67%5.42%-1.13%12.87% 11.96%
2015-1.02%5.82%0.69%-1.46%3.31%-2.96%1.04%-6.93%-4.73%4.30%3.63%-0.56%0.32% 1.38%
2014-1.90%10.67%-1.31%1.72%3.12%1.95%-3.95%2.55%-1.57%5.90%2.98%3.04%24.83% 13.69%
20131.82%2.61%6.74%-1.58%4.98%-11.70%8.80%-2.79%1.61%4.86%0.35%2.50%17.95% 28.19%
Returns greater than 5%
Returns less than -5%

URB Composite Month By Month (As Of: 06/30/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec URB YTD S&P TR YTD
20186.39%-6.92%-6.52%0.52%-1.49%1.40%-------7.05% 2.65%
2017---3.24%0.47%-5.00%2.21%0.88%-3.12%5.93%-4.63%5.43%1.35%-0.41% 14.86% **
Returns greater than 5%
Returns less than -5%

**The S&P return represents the same partial year performance period as the composite.

URB Top 5 Holdings


Symbol Name Current Price % Fund
QCOM Qualcomm Inc $58.61 19.53%
WBA Walgreens Boots Alliance Inc $64.98 10.69%
ESRX Express Scripts Holding Co $77.56 9.76%
PYPL PayPal Holdings Inc $87.47 9.65%
JD JD.com Shs Sponsored American Depositary Receipt L $35.51 9.35%
Total 58.98%

URB Skill Metrics


Over the past years, Rob has invested in a total of 40 stocks at one time or another and made money on 28 (70.00%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 70.00%
Trading Skills Avg. Gain/Loss Ratio 1.26