Old Screening Criteria (retired 5/4/13)

My expectations for the #HYHRD High Yield High Return Dividend Portfolio:

I target a minimum 200% annualized return on stock price for the ‘club’ stocks and then a minimum 30% annualized return on stock price *and* a minimum 7% dividend yield for HYHRD stocks.

I can’t always hit that, but those are my targets.

Here is the criteria I currently use;

Settings for barchart (HYHRD);
Checked: U.S. Equities, Non-SIC Stocks
Un-Checked: Indices, Exchange Traded Funds

  • Return % > 30%
  • Return on Equity, % > 0%
  • Return on Assets, % > 0%
  • Moving Average = 5day > 20day
  • Moving Average = 20day > 50day
  • Moving Average = 50day > 100day
  • Moving Average = 100day > 200day
  • Indicators = TrendSpotter Buy
    • Strength: Maximum Strong Average
    • Direction: Strongest Strengthening Rising
  • Dividend Yield > 7%
  • Price/Earnings < 15

Settings for barchart (club);
Checked: U.S. Equities, Non-SIC Stocks
Un-Checked: Indices, Exchange Traded Funds

  • Return % > 200%
  • Return on Equity, % > 0%
  • Return on Assets, % > 0%
  • Moving Average = 5day > 20day
  • Moving Average = 20day > 50day
  • Moving Average = 50day > 100day
  • Moving Average = 100day > 200day
  • Indicators = TrendSpotter Buy
    • Strength: Maximum Strong Average
    • Direction: Strongest Strengthening Rising
  • Price/Earnings > 0

Settings for finviz (HYHRD);

  • Country = USA
  • P/E = Low (<15)
  • Dividend Yield Over 7%
  • Return on Assets = Positive > 0%
  • Return on Equity = Positive > 0%
  • Insider Transactions = Positive > 0%
  • Institutional Transactions = Positive > 0%
  • Analyst Recom. = Buy or better
  • Performance = Year +30%
  • Performance 2 = Quarter Up
  • Moving Average = Price above SMA20
  • Moving Average = Price above SMA50
  • Moving Average = Price above SMA200
  • Average Volume = Over 50K

Settings for finviz (club);

  • Country = USA
  • P/E = Profitable (>0)
  • Return on Assets = Positive > 0%
  • Return on Equity = Positive > 0%
  • Insider Transactions = Positive > 0%
  • Institutional Transactions = Positive > 0%
  • Analyst Recom. = Buy or better
  • Performance = Year +200%
  • Performance 2 = Quarter Up
  • Moving Average = Price above SMA20
  • Moving Average = Price above SMA50
  • Moving Average = Price above SMA200
  • Average Volume = Over 50K

Settings for Fidelity Stock* Screener (HYHRD);

*Screener results may include American Depository Receipts, Limited Partnerships and Master Limited Partnerships, Unit Trust Funds, Real Estate Investment Trusts, and other types of exchange traded securities.

  • Dividend Yield is highest 2420% in market
  • Total Return (1 Year Annualized) is highest 2420% in market
  • Price Performance 5 days is highest 240% in market
  • Price Performance 4 wk is highest 240% in market
  • Price Performance 13 wk is highest 240% in market
  • Price Performance 52 wk is highest 240% in market
  • Return on Assets is highest 240% in market
  • Return on Equity is highest 240% in market
  • P/E (Intraday Price/TTM Earnings) is lowest 20% in market
  • Equity Summary Score from StarMine is Neutral or Better (3.1 – 10.0)
  • S&P Technical Evaluation is Not Bearish

Settings for Fidelity Stock* Screener (club);

*Screener results may include American Depository Receipts, Limited Partnerships and Master Limited Partnerships, Unit Trust Funds, Real Estate Investment Trusts, and other types of exchange traded securities.

  • Dividend Yield is highest 20% in market
  • Total Return (1 Year Annualized) is highest 20% in market
  • Price Performance 5 days is highest 20% in market
  • Price Performance 4 wk is highest 20% in market
  • Price Performance 13 wk is highest 20% in market
  • Price Performance 52 wk is highest 20% in market
  • Return on Assets is highest 20% in market
  • Return on Equity is highest 20% in market
  • P/E (Intraday Price/TTM Earnings) is lowest 20% in market
  • Equity Summary Score from StarMine is Neutral or Better (3.1 – 10.0)
  • S&P Technical Evaluation is Not Bearish
  • Net Insider Shares Bought is highest 20% in market
  • Interest Coverage (Most Recent Qtr) is highest 20% in market
  • Volume (Today/Avg 10 Day) is highest 20% in market

Settings for sharebuilder (HYHRD);
Under Stocks Tab

    • Basics, Dividend Yield (1) = 7%+
    • Performance, Price, 52 wk = 30%+
    • Performance, Price, 26 wk = 015%+
    • Performance, Price, 13 wk = 07.5%+
    • Performance, Price, 4 wk = 03%+
    • Performance, Price, 5 day = 0%+
    • Performance, Markit Consensus Hold or better
    • Performance, Sabrient Hold or better

 

  • Performance, S&P STARS Rank 3 or better

 

 

  • Fundamentals, P/E Ratio Less than or equal to 15x
  • Fundamentals, Return on Equity (TTM) (1) = 0%+
  • Fundamentals, Return on Assets (TTM) (1) = 0%+

Settings for sharebuilder (club);
Under Stocks Tab

  • Performance, Price, 52 wk = 200%+
  • Performance, Price, 26 wk = 0%+
  • Performance, Price, 13 wk = 0%+
  • Performance, Price, 4 wk = 0%+
  • Performance, Price, 5 day = 0%+
  • Performance, Markit Consensus Hold or better
  • Performance, Sabrient Hold or better
  • Performance, S&P STARS Rank 3 or better
  • Fundamentals, P/E Ratio More than or equal to 0x
  • Fundamentals, Return on Equity (TTM) (1) = 0%+
  • Fundamentals, Return on Assets (TTM) (1) = 0%+

 

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