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Michael Ward CFA Profile - UBS Analyst
46 Followers
Michael Ward CFA UBS
Wall Street Analyst
Success Rate
76 out of 112 ratings made a profit
Average Return
+11.60%
Average return per rating
Time Frame
Compare to
Copying Michael Ward CFA's trades since 2022 and holding each position for 1 Year would result in 67.86% of your transactions generating a profit, with an average return of 11.6% per rating.
Stock Rating Distribution
45.50% Hold
43.69% Buy
10.81% Sell
Distribution of Michael Ward CFA's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
The most profitable rating made by Michael Ward CFA
Michael Ward CFA's Stock Coverage
Kingfisher
May 24, 2022
Hold
Reiterated
276.00p
(-5.45% Downside)
1Ratings
―
0.00%
Everest Group
Feb 12, 2024
Hold
Downgraded
$375.00
(19.87% Upside)
3Ratings
-3.90%
Root
Feb 22, 2024
Hold
Assigned
$12.00
(-83.47% Downside)
4Ratings
―
0.00%
Fidelis Insurance Holdings Ltd.
Mar 11, 2024
Buy
Reiterated
$21.00
(12.00% Upside)
2Ratings
+4.45%
Hamilton Insurance Group, Ltd. Class B
Mar 11, 2024
Buy
Reiterated
$20.00
(-22.30% Downside)
2Ratings
+34.40%
Chubb
Mar 14, 2024
Hold
Downgraded
$275.00
(-6.45% Downside)
10Ratings
+26.63%
Doma Holdings
Apr 02, 2024
Hold
Reiterated
―
4Ratings
―
0.00%
Marsh & Mclennan Companies
Apr 19, 2024
Hold
Reiterated
$210.00
(18.56% Upside)
6Ratings
―
0.00%
Arthur J Gallagher & Co
May 20, 2024
Buy
Reiterated
$294.00
(18.21% Upside)
7Ratings
+23.73%
Aon
May 22, 2024
Hold
Assigned
$309.00
(-10.22% Downside)
5Ratings
―
0.00%
List of latest recommendations made by Michael Ward CFA. Click to expand and see Michael Ward 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.
Michael Ward CFA activity FAQ
What is the performance of Michael Ward CFA's recommendations?
The percentage of profitable recommendations made by Michael Ward CFA is 68%, and the average return per transaction is 11.60%.
What was Michael Ward CFA's most profitable rating?
Michael Ward CFA’s most profitable ratings was a buy on ALL stock on Oct 04, 2023 - Oct 04, 2024. The return on the trade was +74.90%.
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