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 (+0.26%)

$MSFT (-1.57%)

$GOOGL (-2.28%)

$META (-1.11%)

$UNH (-6.94%) (I removed this because the PE LTM was too close to 40)

$NFLX (-1.73%)

$QCOM (-4.11%)

$PGR (-0.16%)

$BKNG (-5.35%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-2.61%) (added the next one to replace the removed one)

$HCA (-1.19%) (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 (-3.63%) , $VST (-7.68%) , $SMCI , $HWM (-5.88%) , $CEG , $TRGP (-1.72%) , $LLY (+0.32%) , $IRM (-1.24%) , $NRG (-3.03%) , $GDDY (-1.48%) 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/