Screening Filters & Rationale
Dividend Yield (TTM) ≥ 2%:
- Purpose: Focus on stocks providing consistent income through dividends.
- Rationale: A minimum yield ensures the investment generates passive income, aligning with income-focused strategies.
Price ≤ $80:
- Purpose: Limit selections to stocks priced under $80.
- Rationale: Ensures affordability and aligns with the user's specified price range.
Large Market Cap:
- Purpose: Target companies with a large market capitalization.
- Rationale: Large-cap stocks are typically more stable and less volatile, suitable for risk-averse investors.
Low Beta:
- Purpose: Select stocks with low market volatility.
- Rationale: Low-beta stocks reduce portfolio risk, aligning with conservative investment goals.
Weekly Average Turnover ≥ $1,000,000:
- Purpose: Ensure sufficient liquidity for easy buying and selling.
- Rationale: High turnover indicates active trading, reducing the risk of illiquidity.
P/E Ratio (TTM) ≤ 20:
- Purpose: Focus on stocks with reasonable valuations.
- Rationale: A low P/E ratio suggests the stock is not overvalued, aligning with value-investing principles.
S&P 500 Index Component:
- Purpose: Restrict selections to companies within the S&P 500 index.
- Rationale: Ensures focus on well-established, high-quality companies.
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.