Screening Filters & Rationale
stock_position_pct: MoreThan90Pct:
- Purpose: Ensures the ETF maintains a high allocation to equities, aligning with the user's focus on small-cap value stocks.
- Rationale: A high equity allocation minimizes exposure to non-equity assets, keeping the portfolio concentrated on the desired asset class.
weekly_average_turnover: min 1000000:
- Purpose: Filters for ETFs with sufficient liquidity to facilitate easy trading and minimize transaction costs.
- Rationale: High turnover ensures the ETF is actively traded, reducing the risk of wide bid-ask spreads.
theme_category: Small Cap Value Equities:
- Purpose: Targets ETFs specifically focused on small-cap value stocks to meet the user's investment objective.
- Rationale: This category aligns with the user's preference for small-cap value exposure, ensuring relevance to their strategy.
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.