Whale Wisdom: Brokerage Ratings Performance

Brokerages that have issued Upgrades/Downgrades since Jan 1. 2007. Click on any brokerage to get a detailed listing of their stock coverages.
View upgrades/downgrades by day instead

Performance last calculated on 08/31/2011

How Performance is calculated

Performance is calculated by taking the list of active stock coverage ratings as of the desired date. coverages rated as

  • "ABOVE AVERAGE"
  • "ACCUMULATE"
  • "ADD"
  • "AGGRESSIVE BUY"
  • "BUY"
  • "GRADUALLY ACCUMULATE"
  • "LONG-TERM BUY"
  • "MARKET OUTPERFORM"
  • "MKT OUTPERFORM"
  • "OUTPERFORM"
  • "OVER-WEIGHT"
  • "OVERWEIGHT"
  • "PERFORM"
  • "POSITIVE"
  • "SECTOR OUTPERFORM"
  • "SPECULATIVE BUY"
  • "STRONG BUY"
  • "THEMATIC OPPORTUNITY"
  • "TOP PICK"
are treated as longs. The stock price at 09/30/2011 Minus the stock price at the date coverage is initiated All ratings are treated equally. No extra weighting is given to "Strong Buy" vs "Buy" for example.

Coverages rated as

  • "UNDERPERFORM"
  • "AVOID"
  • "BELOW AVERAGE"
  • "MARKET UNDERPERFORM"
  • "MKT UNDERPERFORM"
  • "NEGATIVE"
  • "REDUCE"
  • "REDUCE/SELL"
  • "REDUCE/SELL"
  • "SECTOR UNDERPERFORM"
  • "SELL"
  • "SELL SHORT"
  • "SHORT"
  • "STRONG SELL"
  • "UNDER PERFORM"
  • "UNDER-WEIGHT"
  • "UNDERPERFORM"
  • "UNDERWEIGHT"
are treated as shorts. The stock price at the date coverage is initiated Minus the stock price at 09/30/2011

Coverages rated as

  • "EQUAL-WEIGHT"
  • "ABOVE AVERAGE » AVERAGE"
  • "ABOVE AVERAGE » BELOW AVERAGE"
  • "ABOVE AVERAGE » BUY"
  • "ACCUMULATE » BUY"
  • "ACCUMULATE » HOLD"
  • "ACCUMULATE » NEUTRAL"
  • "ACCUMULATE » REDUCE"
  • "ACCUMULATE » BUY"
  • "ACCUMULATE » NEUTRAL"
  • "ADD » NEUTRAL"
  • "AVERAGE"
  • "AVERAGE » ABOVE AVERAGE"
  • "AVERAGE » BELOW AVERAGE"
  • "AVERAGE » BUY"
  • "AVERAGE » ABOVE AVERAGE"
  • "AVERAGE » BELOW AVERAGE"
  • "BELOW AVERAGE » AVERAGE"
  • "BUY » REDUCE/SELL"
  • "BUY » ABOVE AVERAGE"
  • "BUY » ACCUMULATE"
  • "BUY » AVERAGE"
  • "BUY » HOLD"
  • "BUY » LONG-TERM BUY"
  • "BUY » NEUTRAL"
  • "BUY » SELL"
  • "BUY » STRONG BUY"
  • "BUY » UNDERPERFORM"
  • "BUY » ABOVE AVERAGE"
  • "BUY » ACCUMULATE"
  • "BUY » HOLD"
  • "BUY » LONG-TERM BUY"
  • "BUY » NEUTRAL"
  • "BUY » STRONG BUY"
  • "BUY » UNDERPERFORM"
  • "BUY » UNDERWEIGHT"
  • "EQUAL WEIGHT"
  • "EQUAL WEIGHT » OVERWEIGHT"
  • "EQUAL WEIGHT » UNDERWEIGHT"
  • "EQUAL WEIGHT » OVERWEIGHT"
  • "EQUAL-WEIGHT"
  • "HOLD"
  • "HOLD » BUY"
  • "HOLD » SELL"
  • "HOLD » SPECULATIVE BUY"
  • "HOLD » UNDERPERFORM"
  • "HOLD » UNDERWEIGHT"
  • "HOLD » BUY"
  • "HOLD » SELL"
  • "HOLD » UNDERWEIGHT"
  • "IN LINE"
  • "LONG-TERM BUY » BUY"
  • "LONG-TERM BUY » NEUTRAL"
  • "LONG-TERM BUY » NEUTRAL"
  • "MARKET OUTPERFORM » MARKET PERFORM"
  • "MARKET OUTPERFORM » MARKET PERFORM"
  • "MARKET PERFORM"
  • "MARKET PERFORM » MARKET OUTPERFORM"
  • "MARKET PERFORM » OUTPERFORM"
  • "MARKET PERFORM » MARKET OUTPERFORM"
  • "MARKET PERFORM » OUTPERFORM"
  • "MARKET WEIGHT"
  • "MKT OUTPERFORM » MKT PERFORM"
  • "MKT OUTPERFORM » MKT PERFORM"
  • "MKT PERFORM"
  • "MKT PERFORM » BUY"
  • "MKT PERFORM » MKT OUTPERFORM"
  • "MKT PERFORM » MKT UNDERPERFORM"
  • "MKT PERFORM » OUTPERFORM"
  • "MKT PERFORM » UNDERPERFORM"
  • "MKT PERFORM » MKT OUTPERFORM"
  • "MKT PERFORM » MKT UNDERPERFORM"
  • "MKT PERFORM » OUTPERFORM"
  • "MKT PERFORM » UNDERPERFORM"
  • "MKT UNDERPERFORM » MKT PERFORM"
  • "NEGATIVE » NEUTRAL"
  • "NEGATIVE » POSITIVE"
  • "NEUTRAL"
  • "NEUTRAL"
  • "NEUTRAL » REDUCE/SELL "
  • "NEUTRAL » REDUCE/SELL"
  • "NEUTRAL » ACCUMULATE"
  • "NEUTRAL » ADD"
  • "NEUTRAL » BUY"
  • "NEUTRAL » LONG-TERM BUY"
  • "NEUTRAL » NEGATIVE"
  • "NEUTRAL » OUTPERFORM"
  • "NEUTRAL » OVERWEIGHT"
  • "NEUTRAL » POSITIVE"
  • "NEUTRAL » REDUCE"
  • "NEUTRAL » SELL"
  • "NEUTRAL » UNDERPERFORM"
  • "NEUTRAL » UNDERWEIGHT"
  • "NEUTRAL » ACCUMULATE"
  • "NEUTRAL » BUY"
  • "NEUTRAL » OUTPERFORM"
  • "NEUTRAL » OVERWEIGHT"
  • "NEUTRAL » SELL"
  • "NEUTRAL » UNDERPERFORM"
  • "OUTPERFORM » MARKET PERFORM"
  • "OUTPERFORM » MKT PERFORM"
  • "OUTPERFORM » NEUTRAL"
  • "OUTPERFORM » PERFORM"
  • "OUTPERFORM » SECTOR PERFORM"
  • "OUTPERFORM » TOP PICK"
  • "OUTPERFORM » UNDERPERFORM"
  • "OUTPERFORM » MARKET PERFORM"
  • "OUTPERFORM » MKT PERFORM"
  • "OUTPERFORM » NEUTRAL"
  • "OUTPERFORM » PERFORM"
  • "OUTPERFORM » SECTOR PERFORM"
  • "OUTPERFORM » UNDERPERFORM"
  • "OVERWEIGHT » EQUAL WEIGHT"
  • "OVERWEIGHT » NEUTRAL"
  • "OVERWEIGHT » UNDERWEIGHT"
  • "OVERWEIGHT » EQUAL WEIGHT"
  • "OVERWEIGHT » NEUTRAL"
  • "PEER PERFORM"
  • "PERFORM » OUTPERFORM"
  • "PERFORM » UNDERPERFORM"
  • "PERFORM » OUTPERFORM"
  • "PERFORM » UNDERPERFORM"
  • "POSITIVE » NEUTRAL"
  • "REDUCE/SELL » NEUTRAL"
  • "REDUCE/SELL » BUY"
  • "REDUCE/SELL » NEUTRAL"
  • "REDUCE » NEUTRAL"
  • "REDUCE » NEUTRAL"
  • "SECTOR PERFORM"
  • "SECTOR PERFORM » OUTPERFORM"
  • "SECTOR PERFORM » TOP PICK"
  • "SECTOR PERFORM » UNDERPERFORM"
  • "SECTOR PERFORM » OUTPERFORM"
  • "SELL » BUY"
  • "SELL » HOLD"
  • "SELL » NEUTRAL"
  • "SELL » REDUCE"
  • "SELL » HOLD"
  • "SELL » NEUTRAL"
  • "SOURCE OF FUNDS"
  • "SPECULATIVE BUY » BUY"
  • "SPECULATIVE BUY » BUY"
  • "STRONG BUY » BUY"
  • "STRONG BUY » HOLD"
  • "STRONG BUY » NEUTRAL"
  • "STRONG BUY » SPECULATIVE BUY"
  • "STRONG BUY » BUY"
  • "STRONG BUY » HOLD"
  • "TOP PICK » OUTPERFORM"
  • "TOP PICK » SECTOR PERFORM"
  • "TOP PICK » OUTPERFORM"
  • "UNDER REVIEW"
  • "UNDERPERFORM » BUY"
  • "UNDERPERFORM » HOLD"
  • "UNDERPERFORM » MARKET PERFORM"
  • "UNDERPERFORM » MKT PERFORM"
  • "UNDERPERFORM » NEUTRAL"
  • "UNDERPERFORM » OUTPERFORM"
  • "UNDERPERFORM » PERFORM"
  • "UNDERPERFORM » SECTOR PERFORM"
  • "UNDERPERFORM » MKT PERFORM"
  • "UNDERPERFORM » NEUTRAL"
  • "UNDERPERFORM » PERFORM"
  • "UNDERWEIGHT » EQUAL WEIGHT"
  • "UNDERWEIGHT » HOLD"
  • "UNDERWEIGHT » NEUTRAL"
  • "UNDERWEIGHT » OVERWEIGHT"
  • "UNDERWEIGHT » BUY"
  • "UNDERWEIGHT » EQUAL WEIGHT"
are ignored.

Caveats

I have collected all brokerage upgrade/downgrade data from Briefing.com. I make no guarantees as to the accuracy of the data gathered. Rely on this at your own risk.