2Lun·
Comentarios sobre la cartera de inversiones

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 (+0,17 %)

$MSFT (+1,59 %)

$GOOGL (+1,13 %)

$META (+0,4 %)

$UNH (-1,56 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+2,19 %)

$QCOM (-2,78 %)

$PGR (+1,23 %)

$BKNG (-0,55 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-0,36 %) (added the next one to replace the removed one)

$HCA (-1,67 %) (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 (+2,32 %) , $VST (-2,14 %) , $SMCI , $HWM (-0,95 %) , $CEG , $TRGP (-0,01 %) , $LLY (-1,49 %) , $IRM (-2,58 %) , $NRG (-1,42 %) , $GDDY (+2,9 %) 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/

10Puestos
2595,69 €
29,53 %
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5 Comentarios

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Hi question, wich screener do you use? Btw very nice job!
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Why are you buying so many individual stocks?
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