Screen core

Screening Filters

1. Market Capitalization (market_cap: {'min': '20000000000'}):

   • Purpose: To focus on large-cap companies with a market capitalization of at least $20 billion.
   • Rationale: Large-cap companies are typically more stable, well-established, and less volatile, making them suitable for a "core" portfolio that prioritizes reliability and long-term growth.

2. Price-to-Earnings Ratio (pe_ttm: {'max': '15'}):

   • Purpose: To identify stocks that are relatively undervalued based on their earnings.
   • Rationale: A P/E ratio below 15 suggests that the stock may be trading at a reasonable or discounted valuation, which aligns with the goal of building a core portfolio focused on value and sustainability.

3. Dividend Yield (dividend_yield_ttm: {'min': '3'}):

   • Purpose: To include stocks that provide a minimum dividend yield of 3%.
   • Rationale: A higher dividend yield indicates that the stock provides consistent income, which is a key characteristic of core holdings that aim to deliver steady returns over time.

4. Beta (beta: ['LowRisk']):

   • Purpose: To filter for stocks with low beta, which are less volatile compared to the overall market.
   • Rationale: Low-beta stocks are less sensitive to market fluctuations, making them ideal for a core portfolio that emphasizes stability and risk management.

Why Results Match:

• The selected filters are designed to identify large, stable, and financially sound companies that are undervalued, provide consistent income, and exhibit low volatility. These characteristics are essential for building a "core" portfolio, which typically serves as the foundation of an investment strategy.
• By focusing on large-cap stocks with low P/E ratios, high dividend yields, and low beta, the screener ensures that the results align with the user's goal of finding reliable, long-term investments suitable for a core portfolio.