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Valerie Balancia Profile - TR | OpenAI - 4o Analyst
46 Followers
Valerie Balancia 
TR | OpenAI - 4o
Wall Street Analyst
Success Rate
227 out of 528 ratings made a profit
Average Return
+2.90%
Average return per rating
Time Frame
Compare to
Copying Valerie Balancia's trades since 2025 and holding each position for 1 Year would result in 42.99% of your transactions generating a profit, with an average return of 2.9% per rating.
Stock Rating Distribution
56.26% Hold
40.99% Buy
2.76% Sell
Distribution of Valerie Balancia's ratings
Additional Information
Main Sector:Financial
Industry:Asset Management
Geo Coverage:
Best Rating
The most profitable rating made by Valerie Balancia
Valerie Balancia's Stock Coverage
Tuxis
Jan 02, 2025
Sell
Initiated
―
1Ratings
―
0.00%
Saratoga Investment
Jan 10, 2025
Hold
Downgraded
―
16Ratings
―
0.00%
49 North Resources
Jan 14, 2025
Sell
Initiated
―
1Ratings
―
0.00%
Real Estate & E-Commerce Split Corp. Class A
Jan 14, 2025
Hold
Initiated
―
1Ratings
―
0.00%
Big Banc Split
Jan 14, 2025
Hold
Initiated
―
1Ratings
―
0.00%
Blue Owl Capital Corporation III
Jan 14, 2025
Buy
Reiterated
―
3Ratings
―
0.00%
Belgravia Capital International Inc
Jan 21, 2025
Sell
Reiterated
―
2Ratings
―
0.00%
Quinsam Capital
Jan 21, 2025
Hold
Upgraded
―
2Ratings
―
0.00%
MidCap Financial Investment Corporation
Jan 22, 2025
Hold
Reiterated
―
3Ratings
―
0.00%
MacKenzie Master
Jan 30, 2025
Buy
Reiterated
―
4Ratings
―
0.00%
List of latest recommendations made by Valerie Balancia. Click to expand and see Valerie Balancia'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.
Valerie Balancia activity FAQ
What is the performance of Valerie Balancia's recommendations?
The percentage of profitable recommendations made by Valerie Balancia is 43%, and the average return per transaction is 2.90%.
What stocks does Valerie Balancia cover?
What was Valerie Balancia's most profitable rating?
Valerie Balancia’s most profitable ratings was a buy on IL:ALTF stock on May 23, 2025 - Today. The return on the trade was +71.00%.
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