Screening Filters & Rationale
Dividend Yield (TTM) ≥ 1.2%:
- Purpose: To identify stocks that provide consistent income through dividends.
- Rationale: A minimum yield ensures the stock offers a reasonable return during market weakness.
Gross Margin ≥ 30%:
- Purpose: To focus on companies with strong profitability.
- Rationale: Higher margins indicate efficient operations and resilience in downturns.
Beta (LowRisk):
- Purpose: To select stocks with lower volatility compared to the market.
- Rationale: Low-beta stocks tend to perform better during market downturns, aligning with a defensive strategy.
Debt-to-Equity ≤ 1:
- Purpose: To ensure financial stability and lower leverage.
- Rationale: Companies with lower debt are less vulnerable to economic stress.
Ticker Selection:
- Purpose: To narrow down to U.S. stocks meeting all criteria.
- Rationale: Ensures alignment with the user's focus on U.S. equities during market weakness.
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.