Stock portfolio

Screening Filters

1. Market Capitalization ≥ $20,000,000,000 (Large Caps Only)

   • Purpose: Focus on large, established companies when analyzing the portfolio.
   • Rationale:
     • Large-cap stocks tend to have more stable business models, broader analyst coverage, and more predictable financials.
     • When analyzing a portfolio (as on your PORTO detail page), comparing or focusing on similarly “big and stable” names makes the risk/return profile clearer.
     • This helps ensure your analysis isn’t skewed by tiny, highly volatile companies that behave very differently from the core of most portfolios.

2. Monthly Average Dollar Volume ≥ $1,000,000 (Liquidity Filter)

   • Purpose: Ensure that all stocks in the analysis are reasonably liquid and actively traded.
   • Rationale:
     • Higher dollar volume means it’s easier to buy or sell meaningful positions without moving the price too much.
     • For portfolio analysis, illiquid names can distort risk assessments (because their prices may jump or gap on small trades).
     • Filtering for liquidity helps align the analysis with stocks that behave more predictably in real-world trading.

3. Index Component: NDX (Nasdaq 100 Constituents)

   • Purpose: Restrict the analysis to major, benchmark companies from the Nasdaq 100.
   • Rationale:
     • The Nasdaq 100 (NDX) includes many of the world’s largest and most followed growth/tech-oriented companies.
     • If your PORTO page is focused on growth/tech or U.S. large-cap exposure, this filter aligns the analysis with that style and benchmark.
     • Using an index like the NDX as the universe makes it easier to interpret portfolio quality, sector tilts, and risk relative to a well-known standard.

4. Analyst Consensus: Strong Buy or Moderate Buy

   • Purpose: Emphasize stocks currently viewed favorably by the analyst community.
   • Rationale:
     • “Strong Buy” and “Moderate Buy” ratings indicate that, based on consensus forecasts, analysts expect positive performance or at least attractive risk/reward.
     • For a portfolio analysis, focusing on names with positive analyst sentiment helps highlight positions that the market’s professional forecasters broadly support, versus those facing widespread skepticism.
     • This can help you see whether your portfolio is tilted toward names with constructive expectations or not.

Why Results Match Your PORTO Portfolio Analysis

• The filters collectively focus on large, liquid Nasdaq 100 companies with positive analyst sentiment, which are typical core holdings in many modern portfolios (especially tech/growth-heavy ones).
• This aligns analysis with realistically investable, benchmark-grade stocks, avoiding tiny or illiquid names that might not be central to your actual portfolio strategy.
• By emphasizing analyst “Buy” ratings, the screen ties your portfolio view to current market expectations, making it easier to discuss upside potential, sentiment, and relative strength within your holdings.