Screening Filters & Rationale
Market Cap ≥ $20 billion:
- Purpose: Focus on large-cap stocks for stability and lower risk.
- Rationale: Large-cap companies are typically well-established, making them suitable for beginners seeking reliable investments.
Dividend Yield (TTM) ≥ 3%:
- Purpose: Ensure consistent income through dividends.
- Rationale: A higher dividend yield provides passive income, which is appealing for beginner investors.
Low Beta:
- Purpose: Minimize exposure to market volatility.
- Rationale: Low-beta stocks are less volatile, reducing risk for new investors unfamiliar with market fluctuations.
P/E Ratio (TTM) between 12 and 20:
- Purpose: Identify fairly valued stocks.
- Rationale: This range suggests the stock is neither overvalued nor undervalued, offering a balanced entry point for beginners.
Return on Equity (ROE) ≥ 15%:
- Purpose: Focus on companies with strong profitability.
- Rationale: A high ROE indicates efficient management and strong financial performance, which are key for long-term growth.
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.