Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (-4,51 %)

$ALB (+1,44 %)

$AVGO (-9,08 %)

$INTC (-7,94 %)

$KLAC (-11,02 %)

$NVDA (-9,27 %)

$VST (-7,8 %)

$MPWR (-7,87 %)

$ON (-10,88 %)

$CEG

$TER (-13,05 %)

$SMCI

$CRWD (-10,5 %)

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:

• 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 (-1,68 %)

$MSFT (-2,82 %)

$GOOGL (-2,61 %)

$META (-4,47 %)

$UNH (-3,01 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-1,35 %)

$QCOM (-5,09 %)

$PGR (+0,77 %)

$BKNG (-1,78 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-11,02 %) (added the next one to replace the removed one)

$HCA (-1,82 %) (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 (-9,27 %) , $VST (-7,8 %) , $SMCI , $HWM (-6,26 %) , $CEG , $TRGP (-3,27 %) , $LLY (-1,93 %) , $IRM (-10,8 %) , $NRG (-5,3 %) , $GDDY (+1,37 %) 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/