Mid risk. usa only.

Screening Filters & Rationale

1. Market Cap >= $2B:

   • Purpose: Focus on established companies with sufficient size and stability.
   • Rationale: Mid-cap and large-cap stocks typically offer a balance between growth potential and risk, aligning with a mid-risk strategy.

2. Beta (Moderate Risk):

   • Purpose: Select stocks with moderate volatility compared to the market.
   • Rationale: Ensures the portfolio aligns with mid-risk tolerance by avoiding highly volatile or overly stable stocks.

3. Price Above 20-Day Moving Average:

   • Purpose: Identify stocks with positive short-term momentum.
   • Rationale: Indicates potential upward trends, which can support mid-term investment goals.

4. S&P 500 Index Component:

   • Purpose: Limit selection to well-established, USA-based companies.
   • Rationale: Ensures exposure to reliable, large-cap stocks within the U.S. market, reducing risk.

5. Annual Revenue YoY Growth >= 10%:

   • Purpose: Focus on companies with strong and consistent revenue growth.
   • Rationale: High growth rates suggest financial health and potential for future performance, aligning with mid-term growth objectives.