Quality Growth Preset: The Wheel Trader's Sweet Spot

What the Quality Growth preset applies

• ROE ≥ 15%
• 5Y ROE ≥ 12%
• 5Y EPS Growth ≥ 8%
• Net Margin ≥ 8%

This combination targets businesses that are genuinely good operators with a track record of growing earnings. It's the preset most experienced wheel traders converge on after experimenting with others.

Why this combination works

The four filters together describe a narrow and valuable category:

1. ROE ≥ 15%: Management is deploying capital efficiently.
2. 5Y ROE ≥ 12%: That efficiency has persisted for years, not just one quarter.
3. 5Y EPS ≥ 8%: Earnings are growing — the share price has a fundamental reason to appreciate.
4. Net Margin ≥ 8%: The business is meaningfully profitable.

A stock that passes all four filters is very likely a quality business with a durable competitive advantage.

Typical results

Quality Growth usually returns 60–120 US names, heavily weighted toward:

• Technology platforms
• Healthcare companies with strong IP
• Consumer brands with pricing power
• Specialty industrials with dominant niches

How to use the results

1. Click Quality Growth preset.
2. Sort by 5Y EPS % descending.
3. The top 20–30 names are your priority watchlist.
4. Screen each one in the CC or CSP screener to find the best monthly premium.
5. Focus on names where you're genuinely comfortable owning 100 shares at your strike.

Tightening it further

If you get too many results:

When Quality Growth doesn't fit

If you want dividend income, this preset may disappoint — high-growth companies often don't pay dividends. Switch to Dividend Focus for yield, or build a custom screen combining both.