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 (-0,16 %)

$MSFT (-0,32 %)

$GOOGL (+0,58 %)

$META (-0,48 %)

$UNH (+0,21 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,11 %)

$QCOM (+1,12 %)

$PGR (+0,93 %)

$BKNG (+0,55 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0,65 %) (added the next one to replace the removed one)

$HCA (+1,67 %) (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 (-2,86 %) , $VST (-1,52 %) , $SMCI , $HWM (+1,32 %) , $CEG , $TRGP (-1,24 %) , $LLY (-1,38 %) , $IRM (-0,26 %) , $NRG (-0,77 %) , $GDDY (+0 %) 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/