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S&P500 Worst Performers September 2024 📉

$DLTR (-2,84 %)

$ALB (+1,96 %)

$AVGO (+1,15 %)

$INTC (+0,53 %)

$KLAC (+1,4 %)

$NVDA (-0,03 %)

$VST (+5,85 %)

$MPWR (-1,03 %)

$ON (-1,56 %)

$CEG

$TER (-0,28 %)

$SMCI

$CRWD (+0,55 %)

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 (+0,65 %)

$MSFT (+0,15 %)

$GOOGL (-0,6 %)

$META (+0,4 %)

$UNH (+3,09 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+0,37 %)

$QCOM (-0,3 %)

$PGR (+3,25 %)

$BKNG (+1,31 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+1,4 %) (added the next one to replace the removed one)

$HCA (+0,27 %) (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 (-0,03 %) , $VST (+5,85 %) , $SMCI , $HWM (+2,93 %) , $CEG , $TRGP (+3,19 %) , $LLY (+5,07 %) , $IRM (+3,19 %) , $NRG (-0,11 %) , $GDDY (+1,21 %) 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/