Stocks only

Screening Filters & Rationale

1. Market Cap >= $2 billion:

   • Purpose: Focus on established companies with significant market presence.
   • Rationale: Larger market cap reduces risk associated with smaller, more volatile companies.

2. Dividend Yield (TTM) >= 2%:

   • Purpose: Ensure consistent income generation through dividends.
   • Rationale: A minimum yield indicates a reliable return component for mid-term investors.

3. Beta (Moderate Risk):

   • Purpose: Select stocks with moderate volatility relative to the market.
   • Rationale: Balances risk and return, aligning with mid-term investment goals.

4. EPS 5-Year CAGR >= 15%:

   • Purpose: Identify companies with strong historical earnings growth.
   • Rationale: High growth rates suggest potential for continued performance and value appreciation.

5. P/E (TTM) between 10 and 25:

   • Purpose: Target fairly valued stocks with reasonable growth expectations.
   • Rationale: Avoids overvalued stocks while ensuring the company is not undervalued due to poor fundamentals.