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 (-0.29%)

$MSFT (+0.36%)

$GOOGL (+0.87%)

$META (+1.48%)

$UNH (-0.97%) (I removed this because the PE LTM was too close to 40)

$NFLX (-2.67%)

$QCOM (+0.46%)

$PGR (-2.02%)

$BKNG (+3.43%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0.96%) (added the next one to replace the removed one)

$HCA (+0.2%) (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 (-0.35%) , $VST (-5.24%) , $SMCI , $HWM (-2.68%) , $CEG , $TRGP (+0.42%) , $LLY (-0.33%) , $IRM (-0.97%) , $NRG (-3.75%) , $GDDY (-0.9%) 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/