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Julian Roberts Profile - Jefferies Analyst
11 Followers
Julian Roberts Jefferies
Wall Street Analyst
Success Rate
61 out of 107 ratings made a profit
Average Return
+3.20%
Average return per rating
Time Frame
Compare to
Copying Julian Roberts's trades since 2020 and holding each position for 1 Year would result in 57.01% of your transactions generating a profit, with an average return of 3.2% per rating.
Stock Rating Distribution
65.16% Buy
23.87% Hold
10.97% Sell
Distribution of Julian Roberts's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Julian Roberts
Julian Roberts's Stock Coverage
Deutsche Beteiligungs
Dec 04, 2020
Buy
Reiterated
€37.65
(58.53% Upside)
1Ratings
+24.60%
Partners Group Holding AG
Jul 01, 2021
Hold
Downgraded
CHF1,400.00
(52.54% Upside)
1Ratings
―
0.00%
River and Mercantile
Nov 05, 2021
Buy
Reiterated
$270.00
(446.56% Upside)
5Ratings
+30.60%
Brewin Dolphin
Nov 24, 2021
Buy
Reiterated
$400.00
(-22.33% Downside)
4Ratings
+17.40%
Molten Ventures
Mar 10, 2022
Buy
Upgraded
1,000.00p
(143.78% Upside)
3Ratings
-56.10%
Close Brothers Group
Mar 15, 2022
Hold
Reiterated
1,370.00p
(244.57% Upside)
5Ratings
-130.90%
Vanquis Banking Group
Mar 31, 2022
Buy
Reiterated
430.00p
(286.69% Upside)
2Ratings
-27.20%
Gresham House
Jul 13, 2022
Buy
Reiterated
―
12Ratings
-2.81%
Jupiter Fund Management Plc
Jan 15, 2023
Sell
Reiterated
120.00p
(-15.49% Downside)
3Ratings
+31.77%
Schroders
Jan 15, 2023
Hold
Reiterated
480.00p
(26.32% Upside)
3Ratings
―
0.00%
List of latest recommendations made by Julian Roberts. Click to expand and see Julian Roberts'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.
Julian Roberts activity FAQ
What is the performance of Julian Roberts's recommendations?
The percentage of profitable recommendations made by Julian Roberts is 57%, and the average return per transaction is 3.20%.
What was Julian Roberts's most profitable rating?
Julian Roberts’s most profitable ratings was a buy on GB:OSB stock on Apr 27, 2020 - Apr 27, 2021. The return on the trade was +127.10%.
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