Screening Filters & Rationale
Market Cap ≥ $10 billion:
- Purpose: Focus on large-cap stocks for stability and reduced volatility.
- Rationale: Large-cap companies are typically more established, aligning with moderate risk tolerance.
Beta (Moderate Risk):
- Purpose: Select stocks with moderate market sensitivity.
- Rationale: A moderate beta ensures balanced exposure to market movements, suitable for moderate risk investors.
Weekly Average Turnover ≥ $1 million:
- Purpose: Ensure sufficient liquidity for ease of buying and selling.
- Rationale: High turnover indicates active trading, reducing the risk of illiquidity.
P/E TTM (10-25):
- Purpose: Target stocks with reasonable valuations.
- Rationale: A P/E ratio within this range suggests the stock is neither overvalued nor undervalued, aligning with moderate risk.
Annual Revenue YoY Growth ≥ 10%:
- Purpose: Focus on companies with consistent growth.
- Rationale: Strong revenue growth indicates a healthy business, reducing downside risk.
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.