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:
Equal weighted buying in January 2nd 2024
Results:
$UNH (-1,14 %) (I removed this because the PE LTM was too close to 40)
$BKNG (-1,09 %) (I removed this one total return 5Y was too close to 100%)
$KLAC (+5,07 %) (added the next one to replace the removed one)
$HCA (-0,26 %) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+4,72 %) , $VST (-0,09 %) , $SMCI (-1,01 %) , $HWM (+1,63 %) , $CEG , $TRGP (-0,42 %) , $LLY (-0,28 %) , $IRM (-1,93 %) , $NRG (-0,53 %) , $GDDY (+2,52 %) and no crypto,)
If I reached half of it every year, I will be very proud of myself.
Hope it helps
