Screening Filters & Rationale
Dividend Yield (TTM) ≥ 5%:
- Purpose: To identify ETFs or stocks offering high monthly dividend returns.
- Rationale: A minimum 5% yield ensures a focus on income-generating investments suitable for dividend-focused strategies.
Market Cap Category (Small, Mid, Large):
- Purpose: To include a diverse range of companies across different market capitalizations.
- Rationale: This ensures a balance between stability (large-cap) and growth potential (small/mid-cap).
Weekly Average Turnover ≥ $1,000,000:
- Purpose: To filter for liquid investments that are easy to trade.
- Rationale: High turnover indicates strong investor interest and reduces the risk of illiquidity.
Specific Tickers (EFC, APLE, ARR, AGNC, SLG, CSWC, EPR, O, LTC):
- Purpose: To focus on pre-identified securities known for monthly dividend payouts.
- Rationale: These tickers are selected based on their consistent dividend history and alignment with the user's income goals.
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.