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 (+0,49 %)

$MSFT (+1,41 %)

$GOOGL (-0,7 %)

$META (-3,35 %)

$UNH (-2,04 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,21 %)

$QCOM (+0,68 %)

$PGR (+0,12 %)

$BKNG (+2,68 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-0,18 %) (added the next one to replace the removed one)

$HCA (+1,16 %) (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 (-0,66 %) , $VST (-2,15 %) , $SMCI , $HWM (+3,81 %) , $CEG , $TRGP (+1,44 %) , $LLY (+4,25 %) , $IRM (+1,49 %) , $NRG (-0,89 %) , $GDDY (+1,38 %) 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/