S&P500 Worst Performers September 2024 📉
Quelle: https://x.com/bespokeinvest/status/1832113048045158634
Postes
2Just 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 (-2,5 %) (I removed this because the PE LTM was too close to 40)
$BKNG (+1,24 %) (I removed this one total return 5Y was too close to 100%)
$KLAC (+0,76 %) (added the next one to replace the removed one)
$HCA (+1,1 %) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+2,01 %) , $VST (+4,52 %) , $SMCI , $HWM (+11,32 %) , $CEG , $TRGP (-4,9 %) , $LLY (-8,18 %) , $IRM (+9,37 %) , $NRG (+7,17 %) , $GDDY (-5,74 %) and no crypto,)
If I reached half of it every year, I will be very proud of myself.
Hope it helps
