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 (+0.31%)

$MSFT (+0.53%)

$GOOGL (+0.46%)

$META (+0.34%)

$UNH (-0.27%) (I removed this because the PE LTM was too close to 40)

$NFLX (+0.3%)

$QCOM (-0.04%)

$PGR (+0.31%)

$BKNG (+0.24%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-0.4%) (added the next one to replace the removed one)

$HCA (-0.36%) (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 (-0.03%) , $VST (+0.48%) , $SMCI , $HWM (-0.02%) , $CEG , $TRGP (+0.28%) , $LLY (+0.46%) , $IRM (+0.31%) , $NRG (-0.04%) , $GDDY (-0.35%) 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/