Screening Filters & Rationale
Stock Position Percentage > 90%:
- Purpose: Focus on ETFs with a high allocation to equities, which are typically better suited for long-term growth.
- Rationale: A higher stock allocation aligns with growth-focused strategies by leveraging the historically higher returns of equities over time.
Weekly Average Turnover > $10,000,000:
- Purpose: Ensure liquidity by selecting ETFs with significant trading volume.
- Rationale: High liquidity reduces transaction costs and ensures ease of entry and exit for investors.
Yearly Price Change > 15%:
- Purpose: Identify ETFs with strong recent performance, indicating potential for sustained growth.
- Rationale: Positive price momentum can signal robust underlying assets and market confidence.
Expense Ratio < 0.5%:
- Purpose: Minimize costs to maximize net returns over the long term.
- Rationale: Lower expense ratios ensure more of the investment's growth is retained by the investor.
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.