Focus on mid cap

Screening Filters & Rationale

1. Market Cap (min: $2B, max: $10B):

   • Purpose: Focus on mid-cap companies.
   • Rationale: Mid-cap companies offer a balance between growth potential and stability, aligning with the user's focus.

2. Net Margin (min: 15%):

   • Purpose: Target companies with strong profitability.
   • Rationale: A higher net margin indicates efficient operations and the ability to generate consistent profits.

3. Beta (Moderate Risk):

   • Purpose: Select stocks with moderate volatility.
   • Rationale: Moderate beta ensures alignment with a balanced risk tolerance, avoiding excessive market swings.

4. Weekly Average Turnover (min: $15M):

   • Purpose: Ensure sufficient liquidity.
   • Rationale: High turnover minimizes transaction costs and ensures ease of buying or selling shares.

5. P/E TTM (min: 15, max: 25):

   • Purpose: Focus on valuations close to the S&P 500 average.
   • Rationale: This range avoids overvalued stocks while still targeting companies with reasonable growth expectations.