Screening Filters & Rationale
Beta (LowRisk):
- Purpose: Identify stocks with low volatility to minimize risk.
- Rationale: Low beta stocks are less sensitive to market fluctuations, aligning with a conservative approach for steady returns.
Analyst Action (Upgrade):
- Purpose: Focus on stocks recently upgraded by analysts.
- Rationale: Analyst upgrades often indicate improved fundamentals or positive future prospects.
Target Price Upside Potential (AbovePrice):
- Purpose: Select stocks with a target price higher than the current price.
- Rationale: This suggests potential for price appreciation and aligns with the goal of achieving up to 10% returns.
Month Price Change Percentage (min: 5%):
- Purpose: Filter for stocks with a recent upward price momentum.
- Rationale: Positive price movement indicates growing investor confidence and potential for continued growth.
Is Index Component (GSPC):
- Purpose: Focus on stocks within the S&P 500 index.
- Rationale: S&P 500 components are typically well-established companies, offering stability and reliability.
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.