Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (-0.31%)

$ALB (+1.53%)

$AVGO (+0.68%)

$INTC (+0.28%)

$KLAC (+0.16%)

$NVDA (+0.94%)

$VST (+0.28%)

$MPWR (+0.29%)

$ON (+0.45%)

$CEG

$TER (+0.63%)

$SMCI

$CRWD (+0.28%)

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 (-0.44%)

$MSFT (-0.02%)

$GOOGL (+0.81%)

$META (+0.32%)

$UNH (+0.04%) (I removed this because the PE LTM was too close to 40)

$NFLX (+0.1%)

$QCOM (+0.18%)

$PGR (-0.49%)

$BKNG (-0.28%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0.16%) (added the next one to replace the removed one)

$HCA (-0.23%) (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 (+0.94%) , $VST (+0.28%) , $SMCI , $HWM (+0.51%) , $CEG , $TRGP (-0.26%) , $LLY (+0.16%) , $IRM (-0.17%) , $NRG (-0.47%) , $GDDY (-0.99%) 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/