11Mon·

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/

10Positions
€2,595.69
29.53%
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15
5 Comments

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Hi question, wich screener do you use? Btw very nice job!
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@Jasheij koyfin, thx!
1
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Why are you buying so many individual stocks?
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@Demas The 10 stocks of the test seems a good number. Personally I have 40% in SP500 and 60% in 15 stocks pointing to beat the market. I dont want to go over 15, I cannot afford to keep attention of more than 15 stocks. How many indv stocks do you have?
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@daviddg great! I only got $V Visa and $1211 BYD
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