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 (+0,01 %)

$MSFT (-0,22 %)

$GOOGL (+0,02 %)

$META (+0,33 %)

$UNH (+0,06 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,08 %)

$QCOM (+0,16 %)

$PGR (-0,5 %)

$BKNG (-0,29 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0,17 %) (added the next one to replace the removed one)

$HCA (-0,43 %) (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 (+0,17 %) , $VST (-0,02 %) , $SMCI , $HWM (+0,85 %) , $CEG , $TRGP (-0,54 %) , $LLY (+0,01 %) , $IRM (-0,34 %) , $NRG (-0,85 %) , $GDDY (-0,66 %) 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/