Stocks, medium risk

Screening Filters

1. Beta: ['ModerateRisk']

   • Purpose: To identify stocks with moderate risk levels.
   • Rationale: Beta measures a stock's volatility relative to the overall market. A moderate beta (typically around 0.8 to 1.2) ensures that the selected stocks are neither too volatile (high risk) nor too stable (low growth potential). This aligns with the user's request for "medium risk" stocks.

2. Market Cap: {'min': '5000000000'}

   • Purpose: To focus on larger, more established companies with a minimum market capitalization of $5 billion.
   • Rationale: Larger companies tend to be more stable and less prone to extreme price swings, which is consistent with the user's preference for medium-risk investments. These companies are also more likely to have reliable financials and established market positions.

3. Weekly Average Turnover: {'min': '2000000'}

   • Purpose: To ensure the selected stocks have sufficient liquidity.
   • Rationale: A minimum weekly average turnover of $2 million ensures that the stocks are actively traded, making it easier for the user to buy and sell shares without significant price impact. This is particularly important for short-term investments or active trading.

4. P/E TTM: {'min': '12', 'max': '20'}

   • Purpose: To filter for stocks with reasonable valuations based on their price-to-earnings (P/E) ratio.
   • Rationale: A P/E ratio between 12 and 20 indicates that the stocks are neither undervalued (which could signal underlying issues) nor overvalued (which could imply higher risk). This range is suitable for medium-risk investments, balancing growth potential with reasonable valuation.

5. Relative Volume: {'min': '2'}

   • Purpose: To identify stocks experiencing higher-than-usual trading activity.
   • Rationale: A relative volume of at least 2 indicates that the stock is currently trading at twice its average volume. This could signal increased investor interest or news-driven activity, which may present short-term opportunities. However, this filter also ensures that the stocks are actively traded, reducing the risk of illiquidity.

Why Results Match:

• The filters collectively focus on stocks that are moderately risky, aligning with the user's request for "medium risk."
• By combining moderate beta, reasonable valuations, and sufficient liquidity, the screener ensures that the selected stocks are stable yet have potential for growth.
• The inclusion of relative volume highlights stocks with current market activity, which could provide actionable opportunities for the user.
• The market cap filter ensures that the stocks are from established companies, reducing the likelihood of extreme volatility.

These filters work together to provide a balanced selection of medium-risk stocks that meet the user's criteria.