Just wanted to share a little test I'm using as benchmark:

I selected by screener the biggest 10 companies by Market Cap with these parameters:

• ROIC > 15%
• Net debt / EBITDA LTM <3x
• Total return 5Y >100% (20% CAGR)
• PE NTM <40x
• Analysts Estimated EPS Forwards 5Y CAGR >12%

Equal weighted buying in January 2nd 2024

Results:

$AAPL (-4.63%)

$MSFT (-3.3%)

$GOOGL (-3.4%)

$META (-5.02%)

$UNH (-5.78%) (I removed this because the PE LTM was too close to 40)

$NFLX (-2.08%)

$QCOM (-8.32%)

$PGR (-1.61%)

$BKNG (+0.36%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-5.88%) (added the next one to replace the removed one)

$HCA (-1.39%) (same)

I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-6.14%) , $VST (-7.1%) , $SMCI , $HWM (-3.03%) , $CEG , $TRGP (-5.95%) , $LLY (-3.36%) , $IRM (-3.43%) , $NRG (-5.14%) , $GDDY (-3.02%) and no crypto,)

If I reached half of it every year, I will be very proud of myself.

Hope it helps

https://getqu.in/VGUQyv/