Screening Filters & Rationale
Market Cap ≥ $50 billion:
- Purpose: Focus on large-cap stocks for stability and lower risk.
- Rationale: Large-cap companies are typically well-established, making them suitable for beginners seeking reliable investments.
Dividend Yield (TTM) ≥ 3%:
- Purpose: Identify stocks that provide consistent income through dividends.
- Rationale: A higher dividend yield offers beginners a steady return, even during market volatility.
Beta (LowRisk):
- Purpose: Select stocks with low volatility compared to the market.
- Rationale: Low-beta stocks reduce exposure to sharp price swings, aligning with a beginner's need for stability.
P/E Ratio (TTM) between 12 and 20:
- Purpose: Target fairly valued stocks with reasonable growth potential.
- Rationale: This range avoids overvalued stocks while ensuring the company is profitable, a key factor for beginners.
Return on Equity (ROE) ≥ 15%:
- Purpose: Focus on companies with strong profitability and efficient use of equity.
- Rationale: High ROE indicates a company's ability to generate returns, which is crucial for long-term growth.
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.