Short term moderate

Screening Filters & Rationale

1. Market Cap >= $2 billion:

   • Purpose: Focus on established companies with sufficient size and stability.
   • Rationale: Larger market cap reduces the risk of extreme volatility, aligning with a moderate-risk strategy.

2. Beta (Moderate Risk):

   • Purpose: Select stocks with moderate sensitivity to market movements.
   • Rationale: Ensures the portfolio is not overly volatile while still capturing market opportunities.

3. Weekly Average Turnover >= $1 million:

   • Purpose: Ensure liquidity for ease of entry and exit in short-term trades.
   • Rationale: High turnover indicates active trading, reducing the risk of price slippage.

4. Price Above 20-Day Moving Average:

   • Purpose: Identify stocks in a short-term upward trend.
   • Rationale: Stocks trading above their 20-day moving average signal positive momentum, suitable for short-term gains.

5. Monthly Price Change >= 0%:

   • Purpose: Avoid stocks with negative recent performance.
   • Rationale: Ensures focus on stocks with stable or improving price trends, reducing downside risk.