Screening Filters & Rationale
Market Cap ≥ $3 billion:
- Purpose: Focus on large-cap and mid-cap stocks for stability.
- Rationale: Larger companies tend to be less volatile and more reliable, aligning with conservative investment goals.
Dividend Yield (TTM) ≥ 1.2%:
- Purpose: Ensure consistent income through dividends.
- Rationale: A minimum yield provides steady returns, suitable for conservative investors seeking income.
Beta (LowRisk, ModerateRisk):
- Purpose: Limit exposure to market volatility.
- Rationale: Low to moderate beta stocks are less sensitive to market fluctuations, reducing risk.
Debt-to-Equity ≤ 1.5:
- Purpose: Prioritize financially stable companies.
- Rationale: A lower debt-to-equity ratio indicates manageable debt levels, reducing financial risk.
Is Optionable = True:
- Purpose: Ensure stocks are eligible for options trading.
- Rationale: This filter allows for flexibility in implementing conservative options strategies like covered calls.
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.