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 (-2,05 %)

$MSFT (-2,31 %)

$GOOGL (-2,37 %)

$META (-4,3 %)

$UNH (-3,25 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,66 %)

$QCOM (-2,41 %)

$PGR (-2,22 %)

$BKNG (-3,89 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-1,04 %) (added the next one to replace the removed one)

$HCA (-1,54 %) (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 (-2,73 %) , $VST (+1,87 %) , $SMCI , $HWM (-2,01 %) , $CEG , $TRGP (+0,18 %) , $LLY (-2,18 %) , $IRM (-1,46 %) , $NRG (+1,34 %) , $GDDY (-2,12 %) 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/