Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (+4.98%)

$ALB (-0.38%)

$AVGO (+0.31%)

$INTC (+1.8%)

$KLAC (+0.46%)

$NVDA (+2.01%)

$VST (+1.56%)

$MPWR (+0.07%)

$ON (+0.57%)

$CEG

$TER (-0.02%)

$SMCI

$CRWD (+2.85%)

Quelle: https://x.com/bespokeinvest/status/1832113048045158634

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 (+1.34%)

$MSFT (-1.05%)

$GOOGL (+0.94%)

$META (-2.23%)

$UNH (+1.64%) (I removed this because the PE LTM was too close to 40)

$NFLX (+0.09%)

$QCOM (+2.48%)

$PGR (-0.36%)

$BKNG (-1.19%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0.46%) (added the next one to replace the removed one)

$HCA (+1.43%) (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 (+2.01%) , $VST (+1.56%) , $SMCI , $HWM (+0.14%) , $CEG , $TRGP (+1.83%) , $LLY (+1.78%) , $IRM (+3.63%) , $NRG (+0.74%) , $GDDY (+2.07%) 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/