What Should I Buy

Screening Filters

1. Market Capitalization ≥ $10B (market_cap: min 10,000,000,000)

   • Purpose: Focus on larger, more established companies.
   • Rationale:
     • When someone broadly asks “What financial assets should I consider buying?”, a conservative starting point is typically well-known, liquid, and relatively stable companies.
     • Large caps tend to have more predictable earnings, better access to capital, and tighter bid‑ask spreads, making them more suitable as core holdings or for less-experienced investors.

2. Return on Equity ≥ 10% (return_on_equity: min 10)

   • Purpose: Identify businesses that are generating solid profits relative to shareholders’ equity.
   • Rationale:
     • A ROE above 10% is often used as a basic quality threshold: it suggests the company is using investors’ capital efficiently.
     • For someone asking which assets to consider, focusing on businesses with decent profitability helps avoid chronically unprofitable or low-return companies.

3. Debt-to-Equity Ratio ≤ 2 (debt_equity: max 2)

   • Purpose: Limit exposure to highly leveraged (high-debt) companies.
   • Rationale:
     • Excessive debt increases financial risk, especially in downturns or rising-rate environments.
     • A cap at 2 keeps you away from the most indebted firms, which is sensible when you’re looking for generally sound candidates rather than speculative plays.

4. Annual Revenue YoY Growth ≥ 5% (annual_revenue_yoy_growth: min 5)

   • Purpose: Ensure the companies are still growing their top line.
   • Rationale:
     • A minimum 5% year‑over‑year revenue growth aims to avoid stagnant or shrinking businesses.
     • For someone deciding what to buy, this balances stability (large caps) with some growth potential, rather than only mature, no-growth companies.

5. P/E (TTM) Between 10 and 30 (pe_ttm: min 10, max 30)

   • Purpose: Filter out extremely cheap (possibly distressed) and extremely expensive (possibly overhyped) stocks.
   • Rationale:
     • P/E < 10 can sometimes indicate deep value, but also serious underlying problems; P/E > 30 can indicate high expectations and valuation risk.
     • The 10–30 range targets companies trading at valuations that are broadly “reasonable” relative to earnings, aligning with a balanced, non-speculative approach.

Why These Results Match Your Question

• Your question is broad (“What financial assets should I consider buying?”). These filters narrow that down to listed stocks that are:

  • large and established (market cap filter),
  • profitable and efficient (ROE filter),
  • not excessively risky from debt (debt/equity filter),
  • still growing (revenue growth filter), and
  • not priced at extreme valuations (P/E range).

• In other words, the screen is designed to surface higher‑quality, reasonably valued, growing large‑cap stocks—a logical subset of financial assets for many investors to consider as part of a diversified portfolio, especially when starting from a very general question like yours.