What about long term

Screening Filters & Rationale

1. Market Cap ≥ $2 billion:

   • Purpose: Focus on established companies with significant market presence.
   • Rationale: Larger companies tend to have more stability and resilience, aligning with long-term investment goals.

2. Dividend Yield (TTM) ≥ 1%:

   • Purpose: Ensure consistent income generation through dividends.
   • Rationale: Dividend-paying stocks can provide steady returns and reduce portfolio volatility over time.

3. Revenue 5-Year CAGR ≥ 5%:

   • Purpose: Identify companies with strong and consistent revenue growth.
   • Rationale: Sustained revenue growth indicates a company's ability to expand and adapt, supporting long-term value creation.

4. Debt-to-Equity ≤ 1.5:

   • Purpose: Limit exposure to companies with excessive leverage.
   • Rationale: Lower debt levels reduce financial risk, ensuring stability during economic downturns.

5. Return on Equity (ROE) ≥ 15%:

   • Purpose: Focus on companies with efficient use of shareholder equity.
   • Rationale: High ROE reflects strong profitability and effective management, key for long-term investments.