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 (-0,72 %)

$MSFT (-0,39 %)

$GOOGL (-0,81 %)

$META (-0,38 %)

$UNH (+0,09 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+0,08 %)

$QCOM (-0,59 %)

$PGR (-1,35 %)

$BKNG (-0,1 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-1,16 %) (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 (-1,03 %) , $VST (-1,19 %) , $SMCI , $HWM (-0,36 %) , $CEG , $TRGP (-1,1 %) , $LLY (-0,07 %) , $IRM (-1,55 %) , $NRG (-0,65 %) , $GDDY (-0,33 %) 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/