Constell Energy Stock Forum

S&P500 Worst Performers September 2024 📉

$DLTR (+2.05%)

$ALB (-5.92%)

$AVGO (-1.21%)

$INTC (-2.95%)

$KLAC (-0.36%)

$NVDA (+2.32%)

$VST (-2.14%)

$MPWR (-0.87%)

$ON (-0.06%)

$CEG

$TER (-1.2%)

$SMCI

$CRWD (+0.57%)

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 (+0.17%)

$MSFT (+1.59%)

$GOOGL (+1.13%)

$META (+0.4%)

$UNH (-1.56%) (I removed this because the PE LTM was too close to 40)

$NFLX (+2.19%)

$QCOM (-2.78%)

$PGR (+1.23%)

$BKNG (-0.55%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-0.36%) (added the next one to replace the removed one)

$HCA (-1.67%) (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 (+2.32%) , $VST (-2.14%) , $SMCI , $HWM (-0.95%) , $CEG , $TRGP (-0.01%) , $LLY (-1.49%) , $IRM (-2.58%) , $NRG (-1.42%) , $GDDY (+2.9%) 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/