Screening Filters & Rationale
Market Cap (min: $500,000,000):
- Purpose: Focus on established companies with significant market capitalization.
- Rationale: Larger companies are generally more stable and less volatile, aligning with a low-risk strategy.
Dividend Yield TTM (min: 2%):
- Purpose: Identify stocks that provide consistent income through dividends.
- Rationale: A minimum 2% yield ensures a steady return, complementing the low-risk objective.
Price (max: $5):
- Purpose: Target affordable stocks within the user's budget.
- Rationale: Ensures the selections are accessible while still meeting other quality criteria.
Beta (LowRisk):
- Purpose: Select stocks with low beta values to minimize volatility.
- Rationale: Low beta stocks are less sensitive to market fluctuations, reducing risk.
Weekly Average Turnover (min: $1,000,000):
- Purpose: Ensure sufficient liquidity for ease of buying and selling.
- Rationale: High turnover indicates active trading, reducing the risk of illiquidity.
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.