What to buy or sell now

Screening Filters

1. Market Cap ≥ $20B (market_cap: {'min': '20000000000'})

   • Purpose: Restrict the search to large-cap, established companies.
   • Rationale:
     • When someone asks “What financial assets should I consider buying or selling now?”, a reasonable first step is to focus on more stable, widely followed names rather than small, speculative plays.
     • Large-cap companies typically have:
       • More predictable earnings
       • Better liquidity (easier to enter/exit positions)
       • More analyst coverage and public information
     • This aligns with building (or adjusting) a core portfolio, which is usually the primary concern when deciding what to buy/sell “now.”

2. Price Above 200-Day Moving Average (moving_average_relationship: ['PriceAboveMA200'])

   • Purpose: Focus on stocks in a medium- to long-term uptrend.
   • Rationale:
     • The 200-day moving average is a widely used technical indicator. When price is above it, the stock is generally considered to be in an uptrend or at least not in a prolonged downtrend.
     • For a “what to buy or sell now” question, this serves as a timing and risk control filter:
       • Candidates above the 200-day MA are more likely to be in favorable technical setups for buying.
       • It implicitly excludes many stocks that are currently weak or breaking down, which are less attractive buy candidates and more likely to be sells or avoids.
     • It doesn’t guarantee good performance, but it tilts the search toward names where the market is already showing some demand.

3. Index Component in S&P 500, Nasdaq 100, or Dow (is_index_component: ['GSPC', 'NDX', 'DJI'])

   • Purpose: Limit the universe to major U.S. benchmark index members.
   • Rationale:
     • S&P 500 (GSPC), Nasdaq 100 (NDX), and Dow Jones Industrial Average (DJI) contain many of the most important, liquid, and financially significant companies.
     • For someone deciding what to buy or sell now, these index components:
       • Are typically higher quality and more diversified across sectors
       • Trade with high volume (tight bid/ask spreads, easier execution)
       • Are central to how many portfolios and benchmarks are constructed
     • This makes the screen more relevant for actionable portfolio decisions rather than niche or illiquid assets.

4. 5-Year Revenue CAGR ≥ 8% (revenue_5yr_cagr: {'min': '8'})

   • Purpose: Ensure the companies have demonstrated solid top-line growth over the last five years.
   • Rationale:
     • When you’re evaluating what to hold, buy, or sell right now, underlying business quality and growth are crucial.
     • A minimum 8% compound annual growth rate in revenue:
       • Filters out stagnating or shrinking businesses
       • Prioritizes companies with sustained demand for their products/services
     • This leans your candidates toward companies with fundamental momentum, not just price momentum, increasing the odds that the stock’s trend is supported by real business performance.

5. P/E (TTM) Between 12 and 30 (pe_ttm: {'min': '12', 'max': '30'})

   • Purpose: Target stocks that are neither extremely cheap (often due to problems) nor extremely expensive (high expectations and downside risk).
   • Rationale:
     • For buy/sell decisions “now,” valuation acts as a sanity check:
       • Lower bound (≥12) helps avoid ultra-low P/E “value traps” where the market is pricing in serious issues.
       • Upper bound (≤30) avoids the most aggressively valued names, where a lot of future growth may already be priced in.
     • This range focuses on reasonably valued growth and quality names, aiming to balance growth potential with valuation risk.

Why Results Match the User’s Question

• Actionable universe for “now” decisions:
  The combination of large-cap, major-index components with reasonable valuations and solid revenue growth gives you a list of stocks that are realistic, liquid, and relevant choices for near-term buy/sell consideration.

• Quality and stability bias:
  The market cap, index membership, and revenue growth filters steer toward established, fundamentally sound businesses—appropriate for someone deciding what core holdings to add, reduce, or rotate.

• Timing and risk awareness:
  The price-above-200-day-MA filter emphasizes names in ongoing uptrends, which are more suitable as current buy/hold candidates. Anything failing this filter might warrant closer review as a sell, avoid, or watchlist candidate.

• Balanced growth and valuation:
  The revenue CAGR and P/E band together focus on companies that are still growing but not priced at unrealistic extremes. This is a pragmatic compromise between growth potential and valuation risk when making decisions in the present market context.

In summary, these filters narrow the vast “financial assets” universe down to a focused list of major, growing, reasonably valued stocks that are currently in technical uptrends—precisely the kind of candidates you’d analyze further when deciding what to buy or sell right now.