Screening Filters & Rationale
Market Cap >= $3 billion:
- Purpose: Focus on established companies with moderate to low risk.
- Rationale: Larger market cap companies are generally more stable and less volatile.
Dividend Yield (TTM) >= 1%:
- Purpose: Ensure consistent income generation for investors.
- Rationale: A minimum dividend yield indicates financial health and shareholder returns.
Beta (LowRisk, ModerateRisk, HighRisk):
- Purpose: Identify stocks with lower volatility relative to the market.
- Rationale: Low to moderate beta stocks are less prone to significant price swings, aligning with a low-risk strategy.
Debt-to-Equity <= 1.5:
- Purpose: Select companies with manageable debt levels.
- Rationale: A lower debt-to-equity ratio indicates financial stability and reduced risk of insolvency.
Weekly Average Turnover >= $1,000,000:
- Purpose: Ensure sufficient liquidity for ease of trading.
- Rationale: High turnover reflects active trading and reduces the risk of illiquidity.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.