Screening Filters & Rationale
Market Capitalization (500M - 5B):
- Purpose: Focus on mid-cap companies with growth potential and relative stability.
- Rationale: These companies often balance risk and reward, aligning with moderate investment strategies.
Price (Max $10):
- Purpose: Identify affordable stocks for investors seeking low-cost entry points.
- Rationale: Stocks under $10 can offer significant upside potential for value-focused investors.
Beta (LowRisk, ModerateRisk):
- Purpose: Target stocks with lower volatility to reduce portfolio risk.
- Rationale: Low to moderate beta ensures alignment with risk-averse or balanced investment goals.
Weekly Average Turnover (Min 1M):
- Purpose: Ensure sufficient liquidity for ease of buying and selling.
- Rationale: High turnover indicates active trading, reducing the risk of illiquid investments.
P/E Ratio (TTM, 5-20):
- Purpose: Focus on reasonably valued stocks with potential for growth.
- Rationale: A P/E ratio within this range suggests the stock is neither overvalued nor undervalued, aligning with value and growth strategies.
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.