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Bob Chen CFA Profile - J.P. Morgan Analyst
18 Followers
Bob Chen CFA J.P. Morgan
Wall Street Analyst
Success Rate
74 out of 141 ratings made a profit
Average Return
-0.40%
Average return per rating
Time Frame
Compare to
Copying Bob Chen CFA's trades since 2023 and holding each position for 1 Year would result in 52.48% of your transactions generating a profit, with an average return of -0.4% per rating.
Stock Rating Distribution
51.33% Buy
32.74% Hold
15.93% Sell
Distribution of Bob Chen CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Bob Chen CFA
Bob Chen CFA's Stock Coverage
Appen
Nov 22, 2023
Hold
Reiterated
AU$0.77
(10.79% Upside)
14Ratings
+17.90%
Altium
Jan 23, 2024
Buy
Reiterated
―
6Ratings
+46.68%
Data#3 Limited.
Oct 30, 2024
Hold
Reiterated
AU$8.30
(-10.85% Downside)
6Ratings
+36.03%
Xero Limited
Nov 15, 2024
Buy
Reiterated
AU$195.00
(60.89% Upside)
11Ratings
+20.51%
WEB Travel Group
Nov 28, 2024
Buy
Reiterated
AU$6.30
(31.80% Upside)
6Ratings
-39.40%
Superloop Ltd.
Dec 09, 2024
Buy
Reiterated
AU$2.50
(-9.09% Downside)
10Ratings
+31.29%
Bravura Solutions Limited
Feb 12, 2025
Sell
Downgraded
AU$2.15
(-15.69% Downside)
9Ratings
-0.30%
IRESS Limited
Feb 25, 2025
Buy
Reiterated
AU$9.00
(-1.96% Downside)
13Ratings
-2.75%
Tyro Payments Ltd.
Feb 27, 2025
Buy
Reiterated
AU$1.30
(26.21% Upside)
10Ratings
-5.77%
Netwealth Group Ltd.
Apr 10, 2025
Sell
Reiterated
AU$21.50
(-21.50% Downside)
18Ratings
-41.47%
List of latest recommendations made by Bob Chen CFA. Click to expand and see Bob Chen CFA's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Bob Chen CFA activity FAQ
What is the performance of Bob Chen CFA's recommendations?
The percentage of profitable recommendations made by Bob Chen CFA is 52%, and the average return per transaction is -0.40%.
What was Bob Chen CFA's most profitable rating?
Bob Chen CFA’s most profitable ratings was a buy on AU:SLC stock on Aug 30, 2023 - Aug 30, 2024. The return on the trade was +161.00%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here