Screening Filters & Rationale
Market Cap >= $10 billion:
- Purpose: Focus on large-cap stocks for stability and lower risk.
- Rationale: Large-cap companies are typically more established and less volatile, aligning with moderate risk tolerance.
Beta = Moderate Risk:
- Purpose: Select stocks with moderate market sensitivity.
- Rationale: Ensures the portfolio is not overly volatile while still capturing market growth opportunities.
Revenue 5-Year CAGR >= 10%:
- Purpose: Identify companies with strong and consistent revenue growth.
- Rationale: High revenue growth indicates a company’s ability to expand and generate increasing returns over time.
Weekly Average Turnover >= $1 million:
- Purpose: Ensure liquidity for ease of buying and selling.
- Rationale: High turnover reflects active trading, reducing the risk of illiquidity in the portfolio.
P/E TTM between 10 and 30:
- Purpose: Target stocks with reasonable valuations.
- Rationale: A P/E ratio within this range balances affordability with growth potential, avoiding overvalued or underperforming stocks.
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.