Stocks bullish for a year

Screening Filters

1. market_cap minimum of $20B

   • Purpose: Focus on large, established companies.
   • Rationale: Stocks that have been bullish over a year are more likely to be liquid, widely followed, and less prone to extreme volatility. A $20B market cap helps filter out smaller, more speculative names and keeps the screen centered on quality, institutional-grade equities.

2. Price above MA200 and Price above MA20

   • Purpose: Confirm both long-term and short-term uptrends.
   • Rationale:
     • Above MA200 suggests the stock is in a sustained long-term bullish trend.
     • Above MA20 shows the stock is also holding near-term momentum.
       Together, these help identify stocks that are not just having a short bounce, but are broadly bullish.

3. MACD bullish

   • Purpose: Capture positive momentum and trend strength.
   • Rationale: A bullish MACD typically indicates the stock’s recent momentum is improving and supports the idea that the trend may continue. This is useful when looking for stocks that have remained constructive over a longer period.

4. RSI category: moderate

   • Purpose: Avoid overbought names while still keeping stocks with healthy momentum.
   • Rationale: For a stock to be “bullish for a year,” you want strength, but not something that is excessively extended. A moderate RSI helps find stocks that are trending well without being too overheated.

5. Year price change percentage minimum of 0%

   • Purpose: Ensure the stock has positive performance over the past year.
   • Rationale: This directly matches the user’s request for stocks bullish for a year. A non-negative 1-year return removes stocks that have been weak over the period.

6. Index component: GSPC or NDX

   • Purpose: Restrict the search to S&P 500 or Nasdaq-100 constituents.
   • Rationale: These index members are generally higher-quality, more liquid, and more established. This makes the screen better suited for finding durable bullish trends rather than low-quality or thinly traded names.

7. Price above EMA 20, EMA 60, and EMA 200

   • Purpose: Confirm trend alignment across short, medium, and long horizons.
   • Rationale:
     • Above EMA 20: near-term strength
     • Above EMA 60: intermediate-term strength
     • Above EMA 200: long-term bullish structure
       When price is above all three, it indicates broad trend consistency, which is exactly what you want when searching for stocks bullish over a year.

Why Results Match:

• The filters combine long-term trend confirmation (above MA200/EMA200), medium- and short-term momentum (above MA20/EMA20 and bullish MACD), and positive 1-year performance.
• The moderate RSI helps avoid stocks that are already too stretched, improving the odds that the trend is healthy rather than exhausted.
• Limiting results to large-cap index constituents increases the likelihood of finding durable, institutionally supported bullish stocks.
• Overall, this screen is designed to find stocks that have not only been strong recently, but have also maintained a bullish structure over a full year.