🛡️
BULL:
14.5
Risk-On
Favor: Quality → Momentum → Multi-Factor
Exposure: 75%
⚡ Event & Mean Reversion:
📊 Quantitative ETF Screeners:
⚙
Trending Value
📆 Run Weekly / Monthly
When to Run: Weekly or Monthly Weekend Rebalance. Deep value recovery play.
Strategy Purpose: O'Shaughnessy's Trending Value. Buys cheap value plays with confirmed price momentum (ordered by 6M performance).
Active Rules: Trailing P/E ≤ 15 | Price-to-Book ≤ 2.5 | Free Cash Flow > 0 | Price > SMA50
Showing 35 of 35 tickers
(Filter columns below with >10, <15, or text)
✕ Clear Filters
Ticker ⇅
Sector ⇅
Price ⇅
RSI(14) ⇅
ROIC ⇅
Gross Margin ⇅
Altman Z ⇅
P/E ⇅
P/B ⇅
EV/EBITDA ⇅
vs SMA200 ⇅
1D % ⇅
1W % ⇅
YTD % ⇅
1YR % ⇅
HPQ Technology
$28.18
63.5
12.80%
20.90%
0.17
10.4x
-179.49x
28.1x
+29.5%
-1.2%
+4.9%
+26.5%
+1.7%
ALL Financial Services
$275.11
69.4
6.60%
0.00%
—
5.5x
2.4x
19.7x
+27.2%
+4.0%
+3.7%
+32.2%
+40.1%
GL Financial Services
$186.02
64.9
3.40%
0.00%
—
12.4x
2.38x
40.3x
+22.8%
+1.2%
+1.7%
+33.0%
+32.1%
BAC Financial Services
$63.0
65.8
0.00%
0.00%
—
14.5x
1.6x
—
+17.2%
-0.4%
+2.1%
+14.5%
+22.6%
UAL Industrials
$129.12
57.9
1.90%
24.30%
0.69
11.4x
2.36x
28.3x
+20.3%
-2.7%
+4.5%
+15.5%
+23.9%
TRV Financial Services
$386.0
67.7
5.50%
0.00%
1.15
10.4x
2.43x
29.0x
+26.7%
+0.9%
+2.7%
+33.1%
+41.9%
PRU Financial Services
$121.5
60.5
0.00%
0.00%
—
11.0x
1.32x
50.0x
+14.8%
+1.1%
-1.0%
+7.6%
+18.9%
TROW Financial Services
$113.62
46.9
4.60%
46.90%
6.1
11.4x
2.27x
30.8x
+11.2%
-1.2%
-4.7%
+11.0%
+9.6%
PNC Financial Services
$252.76
57.1
0.00%
0.00%
—
13.9x
1.58x
—
+13.5%
-1.0%
+1.6%
+21.1%
+24.0%
USB Financial Services
$63.81
57.5
0.00%
0.00%
—
12.6x
1.62x
—
+13.7%
-0.6%
+1.4%
+19.6%
+28.6%
APA Energy
$36.53
55.1
5.70%
53.50%
—
8.5x
2.0x
12.3x
+11.1%
+5.4%
+0.6%
+49.3%
+49.0%
SYF Financial Services
$78.67
59.9
0.00%
0.00%
0.47
8.1x
1.68x
—
+5.6%
-0.7%
+1.9%
-5.7%
+5.6%
MTB Financial Services
$250.14
57.5
0.00%
0.00%
—
13.2x
1.42x
—
+14.6%
-0.7%
+1.3%
+24.2%
+28.1%
COF Financial Services
$220.0
65.0
0.00%
0.00%
—
12.1x
1.31x
—
+6.9%
-0.7%
+4.7%
-9.2%
-2.0%
RF Financial Services
$31.39
56.3
0.00%
0.00%
—
12.8x
1.53x
—
+11.3%
-1.5%
+1.8%
+15.8%
+18.2%
AFL Financial Services
$126.66
59.9
3.30%
0.00%
—
14.5x
2.16x
48.8x
+11.2%
+0.9%
-0.5%
+14.9%
+17.7%
EG Financial Services
$370.35
49.0
3.30%
0.00%
—
7.8x
0.93x
—
+9.1%
-0.8%
-1.3%
+9.1%
+12.0%
FOX Communication Services
$55.37
66.0
4.20%
0.00%
2.07
14.6x
2.12x
30.1x
-2.4%
+6.1%
+5.8%
-14.7%
+6.5%
WFC Financial Services
$87.59
54.6
0.00%
0.00%
—
12.6x
1.63x
—
+3.4%
-1.8%
+2.5%
-6.0%
+6.2%
CINF Financial Services
$179.04
50.5
1.90%
0.00%
—
8.4x
1.65x
29.6x
+7.6%
+0.7%
+2.5%
+9.6%
+16.8%
CB Financial Services
$354.03
54.3
3.20%
0.00%
—
12.6x
1.81x
40.9x
+9.0%
+0.4%
+1.1%
+13.4%
+30.0%
HIG Financial Services
$144.51
61.3
4.30%
0.00%
0.89
10.0x
2.03x
28.8x
+6.4%
+0.6%
+1.0%
+4.9%
+11.5%
AIG Financial Services
$79.97
55.8
1.70%
0.00%
—
14.1x
1.05x
20.2x
+3.3%
-0.2%
+1.4%
-6.5%
+4.8%
ACGL Financial Services
$99.29
47.7
4.00%
0.00%
—
7.8x
1.45x
27.2x
+3.7%
+0.2%
-1.8%
+3.5%
+13.6%
VZ Communication Services
$46.99
58.2
1.80%
61.80%
0.79
12.2x
1.87x
30.8x
+3.3%
+1.1%
+1.9%
+15.4%
+6.3%
CTSH Technology
$56.89
71.8
4.50%
33.40%
4.13
12.2x
1.78x
25.8x
-9.4%
+2.0%
+5.5%
-31.5%
-17.8%
PDD Consumer Cyclical
$90.85
65.2
4.80%
55.90%
1.89
9.5x
2.04x
-13.0x
-8.3%
-0.1%
+3.9%
-19.9%
-29.6%
FISV Unknown
$54.11
55.8
1.50%
54.10%
0.92
9.2x
1.1x
—
-8.4%
0.0%
+0.1%
-19.4%
-59.2%
FIS Technology
$42.81
50.9
90.00%
33.60%
-0.16
6.6x
1.39x
44.8x
-14.4%
-0.1%
-6.9%
-35.6%
-35.6%
EXE Energy
$91.96
53.2
2.50%
26.60%
2.04
7.9x
1.11x
15.7x
-9.0%
+1.3%
-0.5%
-16.7%
-5.7%
UHS Healthcare
$169.72
64.4
3.00%
90.50%
1.92
6.9x
1.34x
22.9x
-8.9%
-1.1%
+3.9%
-22.2%
-8.9%
CMCSA Communication Services
$25.17
60.4
2.20%
72.00%
0.79
8.1x
0.99x
20.9x
-7.3%
+1.7%
+6.3%
-10.1%
-16.8%
HCA Healthcare
$408.89
56.8
5.00%
44.80%
1.15
13.7x
-13.72x
34.9x
-10.4%
-0.2%
+3.3%
-12.4%
+2.3%
MKC Consumer Defensive
$52.28
55.5
2.00%
40.20%
1.49
8.7x
2.01x
50.4x
-8.5%
-0.5%
+2.6%
-23.2%
-22.1%
CHTR Communication Services
$157.44
69.1
2.00%
55.90%
0.15
4.1x
1.11x
22.0x
-15.6%
+2.8%
+10.9%
-24.6%
-39.7%
📅 Daily (earnings season)
PEAD Momentum
Earnings beats with strong SUE. Trade the drift 5-20 days post-announcement. Check after market close.
📅 Hourly (cached live prices)
Momentum & Trend
Highest-conviction ideas: fundamental candidates confirmed by price momentum. Top 20, hourly fresh. Act on pullbacks to SMA50.
📆 Weekly
Quality (QARP) + Multi-Factor
Core portfolio holdings. Buy on weakness, hold long-term. Rebalance weights weekly.
📆 Weekly / Event
Value & Yield
Deploy during market weakness or Pulse shifts to BEAR/CAUTIOUS. Use for defensive positioning.
Results: 35 tickers
Data: on-the-fly from Database quarterly filings + daily closes
Generated 2026-08-06 19:30 CT