Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (+0.55%)

$ALB (+1.38%)

$AVGO (+8.33%)

$INTC (-1.19%)

$KLAC (+2.56%)

$NVDA (-3.33%)

$VST (-2.27%)

$MPWR (+1.5%)

$ON (+1.31%)

$CEG

$TER (-0.57%)

$SMCI

$CRWD (+0.69%)

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 (-0.66%)

$MSFT (-3.17%)

$GOOGL (+0.59%)

$META (-0.3%)

$UNH (+1.39%) (I removed this because the PE LTM was too close to 40)

$NFLX (-1.72%)

$QCOM (-0.6%)

$PGR (-2.64%)

$BKNG (-2.06%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+2.56%) (added the next one to replace the removed one)

$HCA (+1.63%) (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 (-3.33%) , $VST (-2.27%) , $SMCI , $HWM (-1.2%) , $CEG , $TRGP (-2.26%) , $LLY (-2.68%) , $IRM (+0.61%) , $NRG (-0.2%) , $GDDY (+0%) 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/