Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (+0,92 %)

$ALB (-0,5 %)

$AVGO (-0,81 %)

$INTC (-1,6 %)

$KLAC (-0,92 %)

$NVDA (-0,74 %)

$VST (-0,99 %)

$MPWR (-1,12 %)

$ON (-1,36 %)

$CEG

$TER (-1,42 %)

$SMCI

$CRWD (+0,18 %)

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 (+1,49 %)

$MSFT (+0,41 %)

$GOOGL (-0,13 %)

$META (+0,18 %)

$UNH (+0,86 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-3,26 %)

$QCOM (-0,98 %)

$PGR (-0,37 %)

$BKNG (+1,49 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-0,92 %) (added the next one to replace the removed one)

$HCA (+0,28 %) (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 (-0,74 %) , $VST (-0,99 %) , $SMCI , $HWM (+0,96 %) , $CEG , $TRGP (-0,02 %) , $LLY (+0,4 %) , $IRM (-0,05 %) , $NRG (-0,48 %) , $GDDY (+0,87 %) 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/