Action (CEG) Constell Energy Forum Analyses

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 (+2,08 %) (I removed this because the PE LTM was too close to 40)

$BKNG (+2,56 %) (I removed this one total return 5Y was too close to 100%)

$KLAC (-1,25 %) (added the next one to replace the removed one)

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 (-1,69 %) , $VST (-2 %) , $SMCI , $HWM (+4,9 %) , $CEG , $TRGP (+2,44 %) , $LLY (+2,06 %) , $IRM (+2,93 %) , $NRG (+2,12 %) , $GDDY (+1,06 %) and no crypto,)

If I reached half of it every year, I will be very proud of myself.

Hope it helps

Constell Energy