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 (-0,02 %)

$MSFT (-0,2 %)

$GOOGL (+2,74 %)

$META (+0,68 %)

$UNH (+1,77 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+1,16 %)

$QCOM (+0,33 %)

$PGR (+0,78 %)

$BKNG (+1,57 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-1,69 %) (added the next one to replace the removed one)

$HCA (+0,28 %) (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 (+1,3 %) , $VST (+1,77 %) , $SMCI , $HWM (+3,54 %) , $CEG , $TRGP (-0,93 %) , $LLY (-2,41 %) , $IRM (+1,26 %) , $NRG (+0,79 %) , $GDDY (+1,65 %) 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/