S&P500 Worst Performers September 2024 📉
Quelle: https://x.com/bespokeinvest/status/1832113048045158634
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 (-0,87 %) (I removed this because the PE LTM was too close to 40)
$BKNG (-0,78 %) (I removed this one total return 5Y was too close to 100%)
$KLAC (+5,31 %) (added the next one to replace the removed one)
$HCA (+0,03 %) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+5,06 %) , $VST (+0,41 %) , $SMCI (-0,48 %) , $HWM (+1,96 %) , $CEG , $TRGP (-0,44 %) , $LLY (+0,26 %) , $IRM (-2,98 %) , $NRG (-0,6 %) , $GDDY (+3,24 %) and no crypto,)
If I reached half of it every year, I will be very proud of myself.
Hope it helps
Why is it not possible to $VST (+0,41 %) not make a savings plan mhmm ? 🤦♂️