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Screening Filters & Rationale

1. Market Cap ≥ $10 billion:

   • Purpose: Focus on large-cap companies with established market presence.
   • Rationale: Large-cap stocks typically offer stability and consistent dividend payouts.

2. Dividend Yield (TTM) ≥ 3%:

   • Purpose: Identify stocks with attractive dividend income potential.
   • Rationale: A yield above 3% ensures a competitive income stream compared to other investments.

3. YTD Price Change ≥ 75%:

   • Purpose: Target stocks with strong price performance year-to-date.
   • Rationale: High-performing stocks may indicate robust business growth and investor confidence.

4. S&P 500 Index Component:

   • Purpose: Limit selection to companies within the S&P 500 index.
   • Rationale: Ensures focus on well-established, blue-chip companies with proven track records.

5. 5-Year Dividend CAGR ≥ 5%:

   • Purpose: Highlight companies with consistent dividend growth over time.
   • Rationale: Dividend growth reflects financial health and commitment to returning value to shareholders.