Which symbol should I buy or sell?

Screening Filters

1. relative_vol >= 1.5

• Purpose: Finds names trading with above-normal volume.
• Rationale: If you’re asking which stocks or ETF holdings in QQQ to buy or sell, elevated relative volume helps identify the names with stronger participation and more meaningful price movement. That makes the screen more useful for active trading decisions rather than quiet, low-conviction moves.

2. rsi_category = moderate

• Purpose: Targets stocks that are neither extremely overbought nor oversold.
• Rationale: Since the prior discussion noted QQQ can be stretched, a “moderate” RSI filter helps avoid names that are already too extended. These are often better candidates for buy/sell decisions because they still have room to move without being at an extreme.

3. moving_average_relationship = PriceAboveMA20, PriceAboveMA200

• Purpose: Selects stocks in both short-term and long-term uptrends.
• Rationale: This is a classic momentum filter. A stock above its 20-day moving average is showing near-term strength, and above its 200-day moving average confirms the broader trend is positive. For deciding which QQQ-related holdings to buy, this favors the strongest trending names; for selling, it helps avoid weak names that are already breaking down.

4. month_price_change_pct >= 0

• Purpose: Keeps only names with positive monthly performance.
• Rationale: This helps focus on stocks that have been gaining over the past month, which is consistent with momentum and trend-following strategies. In the context of QQQ, it surfaces holdings that are contributing strength rather than lagging.

5. price_change_pct >= 0

• Purpose: Ensures the name is not currently down on the period being measured.
• Rationale: This adds a short-term positive price filter so the screen favors stocks with immediate strength. For a buy/sell decision, this helps avoid weak names that are already under pressure.

6. themes = Technology Equities, Large Cap Growth Equities

• Purpose: Narrows the search to the types of stocks that most directly drive QQQ’s behavior.
• Rationale: QQQ is heavily weighted toward large-cap growth and technology companies. These themes match the user’s question about what to buy or sell in QQQ, because they target the sectors and style factors most relevant to the ETF’s holdings.

7. expense_ratio <= 0.25

• Purpose: Limits results to low-cost funds/ETFs.
• Rationale: This is especially relevant if the user is asking about “which symbol” to buy or sell within a QQQ-related universe and the screen may include ETFs or similar instruments. A low expense ratio is important for tradable, efficient products and helps avoid expensive vehicles that can drag on returns.

Why Results Match:

• The filters collectively target strong, liquid, momentum-oriented technology and growth names, which are the most relevant candidates inside or around QQQ.
• They emphasize trend confirmation (above key moving averages), participation (relative volume), and healthy—not extreme—momentum (moderate RSI).
• The monthly and current price filters make sure the screen is focused on names with recent positive performance, which is useful if you want to identify which symbols are stronger buys versus weaker names that may be candidates to sell.
• By restricting the universe to Technology Equities and Large Cap Growth Equities, the screen aligns closely with QQQ’s composition, making the results more relevant to the ETF’s underlying holdings and behavior.

If you want, I can also explain how these filters would differ for a “buy” screen versus a “sell” screen inside QQQ.