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 (+2,12 %)
$MSFT (-0,95 %)
$GOOGL (+0,33 %)
$META (+0,41 %)
$UNH (+0,45 %) (I removed this because the PE LTM was too close to 40)
$NFLX (-2,18 %)
$QCOM (+0,17 %)
$PGR (+0,24 %)
$BKNG (+0,62 %) (I removed this one total return 5Y was too close to 100%)
$LRCX (-0,78 %)
$KLAC (-0,88 %) (added the next one to replace the removed one)
$HCA (+0,39 %) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-1,92 %) , $VST (-0,24 %) , $SMCI (-0,11 %) , $HWM (+0,05 %) , $CEG , $TRGP (+0,07 %) , $LLY (-0,05 %) , $IRM (+0,41 %) , $NRG (+0,74 %) , $GDDY (+0,36 %) 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/
Vistra CorpUS92840M1027VSTVST
