VALUE INVESTING - 2024
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- Jose_Henrique
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Value_Investing_2024.xlsx272KB
Description
This analysis is a variation of the STOCK SCREENER - 2024 (https://slashpage.com/jh-analytics/stock-screener), which primarily consists of the 550 most traded stocks in the United States, filtered by GROWTH and profitability criteria.
In the Value Investing filter, the main focus is 1) remove potentially risky stocks and 2) select those with the lowest P/S ratio.
Value Investing is a DEFENSIVE PORTFOLIO philosophy, aiming to select and invest in safe and low-priced stocks.
The value investor is not concerned with high growth — AGGRESSIVE PORTFOLIO — since these stocks usually have a high P/S ratio, indicating a high potential for decline.
Technical Variables
⛔ Filters:
Performance: Cap Grw, Cap Med > 10
Valuation: P/S < 5
Forecast: Reg Est > 5
Evolution: Reg Grw > 5
Profitability: Mrgn Avg, ROA Avg > 5
Solvency: E/A > 5
