Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (+4,98 %)

$ALB (-0,38 %)

$AVGO (+0,31 %)

$INTC (+1,8 %)

$KLAC (+0,46 %)

$NVDA (+2,01 %)

$VST (+1,56 %)

$MPWR (+0,07 %)

$ON (+0,57 %)

$CEG

$TER (-0,02 %)

$SMCI

$CRWD (+2,85 %)

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 (+1,34 %)

$MSFT (-1,05 %)

$GOOGL (+0,94 %)

$META (-2,23 %)

$UNH (+1,64 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+0,09 %)

$QCOM (+2,48 %)

$PGR (-0,36 %)

$BKNG (-1,19 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0,46 %) (added the next one to replace the removed one)

$HCA (+1,43 %) (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 (+2,01 %) , $VST (+1,56 %) , $SMCI , $HWM (+0,14 %) , $CEG , $TRGP (+1,83 %) , $LLY (+1,78 %) , $IRM (+3,63 %) , $NRG (+0,74 %) , $GDDY (+2,07 %) 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/