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 (+2.69%)

$MSFT (+0.78%)

$GOOGL (-0.43%)

$META (-0.39%)

$UNH (+0.29%) (I removed this because the PE LTM was too close to 40)

$NFLX (-2.85%)

$QCOM (-4.67%)

$PGR (+0.34%)

$BKNG (-1.77%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-2.09%) (added the next one to replace the removed one)

$HCA (-1.38%) (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 (-0.86%) , $VST (+1.96%) , $SMCI , $HWM (-0.82%) , $CEG , $TRGP (+0.43%) , $LLY (+3.73%) , $IRM (+2.82%) , $NRG (-0.68%) , $GDDY (-1.73%) 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/