Education
About Us
Working with TipRanks
Follow Us
Michael Phillips CFA Profile - Oppenheimer Analyst
39 Followers
Michael Phillips CFA Oppenheimer
Wall Street Analyst
Success Rate
50 out of 81 ratings made a profit
Average Return
+8.50%
Average return per rating
Time Frame
Compare to
Copying Michael Phillips CFA's trades since 2021 and holding each position for 1 Year would result in 61.73% of your transactions generating a profit, with an average return of 8.5% per rating.
Stock Rating Distribution
69.20% Hold
28.03% Buy
2.77% Sell
Distribution of Michael Phillips CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Michael Phillips CFA
Michael Phillips CFA's Stock Coverage
Willis Towers Watson
Aug 16, 2021
Hold
Reiterated
$227.00
(-29.28% Downside)
9Ratings
+13.40%
Intact Financial Corporation
Nov 12, 2021
Buy
Reiterated
C$197.00
(-30.97% Downside)
2Ratings
+15.70%
Lemonade
Mar 04, 2022
Hold
Reiterated
$28.00
(-64.16% Downside)
7Ratings
―
0.00%
Axis Capital
Aug 19, 2022
Hold
Reiterated
$61.00
(-40.34% Downside)
8Ratings
―
0.00%
Everest Group
Aug 19, 2022
Buy
Reiterated
$320.00
(1.82% Upside)
7Ratings
+18.64%
American International Group
Nov 07, 2022
Buy
Initiated
$70.00
(-8.09% Downside)
6Ratings
+5.98%
Assurant
Nov 18, 2022
Buy
Reiterated
$165.00
(-27.68% Downside)
8Ratings
-7.76%
Chubb
Nov 22, 2022
Hold
Reiterated
$220.00
(-25.72% Downside)
6Ratings
―
0.00%
Allstate
Nov 22, 2022
Hold
Reiterated
$137.00
(-35.67% Downside)
13Ratings
―
0.00%
American Financial Group
Nov 22, 2022
Hold
Reiterated
$150.00
(8.92% Upside)
3Ratings
―
0.00%
List of latest recommendations made by Michael Phillips CFA. Click to expand and see Michael Phillips 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.
Send Us Reports
If you receive reports that you think we are missing, we will thank you with a free Ultimate upgrade!
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.
Michael Phillips CFA activity FAQ
What is the performance of Michael Phillips CFA's recommendations?
The percentage of profitable recommendations made by Michael Phillips CFA is 62%, and the average return per transaction is 8.50%.
What stocks does Michael Phillips CFA cover?
What was Michael Phillips CFA's most profitable rating?
Michael Phillips CFA’s most profitable ratings was a buy on HCI stock on Oct 07, 2024 - Oct 07, 2025. The return on the trade was +108.80%.
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