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CEG
Constell Energy
US2103711006
CEG
CEG

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David
@daviddg
3Wk·
Portfolio Feedback

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 (+3.06%)

$MSFT (+1.49%)

$GOOGL (+1.61%)

$META (+3.28%)

$UNH (-1.2%) (I removed this because the PE LTM was too close to 40)

$NFLX (+2.14%)

$QCOM (+2.91%)

$PGR (-1.72%)

$BKNG (-0.86%) (I removed this one total return 5Y was too close to 100%)

$LRCX (+4.34%)

$KLAC (+5%) (added the next one to replace the removed one)

$HCA (-0.35%) (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 (+4.97%) , $VST (-0.51%) , $SMCI (-0.12%) , $HWM (+1.62%) , $CEG , $TRGP (-0.22%) , $LLY (-0.23%) , $IRM (-1.77%) , $NRG (-0.56%) , $GDDY (+2.52%) 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/

10Positions
€2,595.69
29.53%
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app.getquin.comInvestor portfolio on getquin
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6 Comments
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jasper H.@Jasheij
3Wk
Hi question, wich screener do you use? Btw very nice job!
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