Screening Filters & Rationale
Market Cap (10B - 200B USD):
- Purpose: Focus on mid-to-large-cap companies with stable growth potential.
- Rationale: These companies typically offer a balance between risk and return, aligning with moderate-risk investment strategies.
Themes (Technology, Industrial, Healthy Eating, Financial, Consumer Electronics):
- Purpose: Diversify investments across distinct sectors.
- Rationale: Sector diversification reduces risk by spreading exposure across industries with varying market dynamics.
Beta (LowRisk):
- Purpose: Select stocks with lower volatility compared to the market.
- Rationale: Low-beta stocks are less sensitive to market fluctuations, making them suitable for risk-averse investors.
Weekly Average Turnover (Min: 1M):
- Purpose: Ensure sufficient liquidity for ease of trading.
- Rationale: High turnover indicates active trading, reducing the risk of price manipulation and ensuring smoother transactions.
Year Price Change Percentage (Min: 0%):
- Purpose: Focus on stocks with positive price performance over the past year.
- Rationale: Positive price trends suggest underlying strength and potential for continued growth.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.