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 (-1,61 %)

$MSFT (-1,06 %)

$GOOGL (-0,11 %)

$META (-3,39 %)

$UNH (+2,48 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+1,97 %)

$QCOM (-0,27 %)

$PGR (+1,07 %)

$BKNG (+1,26 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+1,3 %) (added the next one to replace the removed one)

$HCA (+0,83 %) (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 (-0,69 %) , $VST (+0,47 %) , $SMCI , $HWM (-2,36 %) , $CEG , $TRGP (+1,35 %) , $LLY (+1,58 %) , $IRM (+0,28 %) , $NRG (+0,7 %) , $GDDY (+1,42 %) 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/