Stocks bullish for 2+ years

Screening Filters

1. PriceAboveMA20 & PriceAboveMA200 (Moving Average Relationship)

   • Purpose: To find stocks whose current price is above both their short-term (20-day) and long-term (200-day) moving averages.
   • Rationale:
     • Being above the 20-day MA suggests short-term strength and recent buying interest.
     • Being above the 200-day MA is a classic definition of a long-term uptrend.
     • When a stock trades above both, it’s typically considered to be in a healthy, established uptrend rather than a recent, possibly unsustainable spike.
     • For a stock to remain bullish for “over 2 years,” you’d expect it to generally stay above its long-term moving average; this filter is a practical way to capture that kind of long-running strength.

2. quarter_price_change_pct ≥ 0 (Non‑negative last quarter performance)

   • Purpose: To exclude stocks that have recently turned down sharply while keeping those that at least held their ground or gained in the most recent quarter.
   • Rationale:
     • A truly persistent bullish trend usually doesn’t show significant recent deterioration.
     • By requiring non‑negative performance over the last quarter, we filter out names that may have had a good long-term run but are now breaking down, which is inconsistent with “still bullish.”

3. ytd_price_change_pct ≥ 5% (Positive performance year‑to‑date)

   • Purpose: To ensure the stock is not only historically strong but also doing reasonably well in the current calendar year.
   • Rationale:
     • A stock that’s been bullish for over 2 years should generally continue to outperform or at least rise meaningfully in the current year.
     • A minimum +5% YTD gain is a modest bar that helps confirm the uptrend is ongoing rather than stale or reversing.

4. year_price_change_pct ≥ 25% (Strong 1‑year performance)

   • Purpose: To capture stocks that have demonstrated substantial appreciation over the last 12 months.
   • Rationale:
     • A +25% move over the past year is a strong indication of bullish behavior, not just mild or sideways price action.
     • While your question is about “over 2 years,” using a strong 1‑year performance threshold is a practical proxy: stocks that have been genuinely bullish for a multi‑year period often show robust gains over the most recent year as well.
     • This helps eliminate names that may have risen two years ago but have since flattened out.

Why Results Match Your Request

• The combination of price above both short- and long-term moving averages signals that the uptrend is both current and structurally strong, which is consistent with a multi‑year bullish phase rather than a short-lived rally.
• The non‑negative last-quarter performance and positive YTD gain ensure that the recent price action still aligns with bullish behavior, not just historical strength.
• The ≥25% 1‑year performance requirement targets stocks that have shown strong, sustained upside over a substantial time frame, which is a good practical approximation for “bullish for over 2 years,” even though it doesn’t measure the full 2‑year period directly.

In summary, these filters collectively look for stocks with strong long-term trends, confirmed by recent performance, which is the closest systematic approximation to identifying stocks that have been and remain bullish over a multi‑year period.