Screening Filters & Rationale
Dividend Yield (TTM) ≥ 4%:
- Purpose: Focus on stocks or ETFs with strong income-generating potential.
- Rationale: A minimum yield of 4% ensures consistent and attractive dividend income for the portfolio.
Beta (LowRisk, ModerateRisk):
- Purpose: Select securities with lower volatility to reduce portfolio risk.
- Rationale: Low to moderate beta ensures stability and aligns with the goal of preserving capital while earning dividends.
Weekly Average Turnover ≥ $5,000,000:
- Purpose: Ensure liquidity for easy buying and selling of securities.
- Rationale: High turnover indicates active trading, reducing the risk of illiquidity in the portfolio.
Dividend Payout Ratio ≤ 65%:
- Purpose: Focus on companies with sustainable dividend payments.
- Rationale: A lower payout ratio ensures that companies retain enough earnings for growth while maintaining dividends.
Dividend 5-Year CAGR ≥ 5%:
- Purpose: Target securities with growing dividend payments over time.
- Rationale: A consistent growth rate in dividends reflects financial health and long-term income potential.
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.