TL;DR
Transitioning from a short list to a portfolio in BIST involves analyzing filtered stocks based on specific criteria to make investment decisions. For example, investors can evaluate stocks based on metrics like market value and dividend yield to construct their portfolios.
7 min readA practical guide to turning a shortlist into holdings on BIST. An important part of the stock screening process.
How to Apply
Use Borsafolio's stock screener to perform this type of screening. Narrow results using momentum, value, and quality factors.
Key Considerations
Screening results are not investment decisions. Evaluate alongside sector analysis and deepen with fundamental analysis. Measure risk-adjusted performance with the Sharpe ratio.
Screen BIST stocks with 13 different filters.
Open Screener →Related articles: Stock Screening Guide, Sector Analysis, Sharpe Ratio.
Frequently Asked Questions
What is a short list?
A short list is a group of stocks that allows investors to focus their analysis on potential investment opportunities. For example, stocks like THYAO and ASELS in the aviation sector can be included in a short list.
How does the screening process work?
The screening process begins with data collection, allowing investors to filter stocks based on specific criteria. For instance, an investor might set a price-to-earnings ratio of no more than 10 and a dividend yield above 5% for EREGL.
What sources are used in the data collection phase?
In the data collection phase, various sources such as financial reports, market analyses, and economic indicators are utilized. Investors gather current information on stocks listed on BIST from these sources.
How is a stock filter created?
During the stock filter creation phase, investors set criteria such as market value, dividend yield, and price-to-earnings ratio. For example, investors can filter EREGL using specific financial metrics.
How are screening results evaluated?
Screening results should be analyzed based on the criteria set by the investor. For instance, comparing the performance of stocks like TUPRS and FROTO can help in making the best investment decisions.
This content does not constitute investment advice. Past performance is not a guarantee of future results. Make your investment decisions based on your own risk profile.
