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 (-0,72 %)
$MSFT (-0,39 %)
$GOOGL (-0,81 %)
$META (-0,38 %)
$UNH (+0,09 %) (I removed this because the PE LTM was too close to 40)
$NFLX (+0,08 %)
$QCOM (-0,59 %)
$PGR (-1,35 %)
$BKNG (-0,1 %) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (-1,16 %) (added the next one to replace the removed one)
$HCA (-0,27 %) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-1,03 %) , $VST (-1,19 %) , $SMCI , $HWM (-0,36 %) , $CEG , $TRGP (-1,1 %) , $LLY (-0,07 %) , $IRM (-1,55 %) , $NRG (-0,65 %) , $GDDY (-0,33 %) 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/
