1Yr·

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 (+1.23%)

$MSFT (+0.63%)

$GOOGL (+1.8%)

$META (+0.46%)

$UNH (+1.21%) (I removed this because the PE LTM was too close to 40)

$NFLX (-1.61%)

$QCOM (-0.49%)

$PGR (-1.73%)

$BKNG (+0.72%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+1.14%) (added the next one to replace the removed one)

$HCA (+1.52%) (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 (+2.31%) , $VST (+5.19%) , $SMCI , $HWM (-0.86%) , $CEG , $TRGP (-2.02%) , $LLY (+0.54%) , $IRM (+0.2%) , $NRG (+3.79%) , $GDDY (-0.88%) 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/

10Positions
€2,595.69
29.53%
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15
5 Comments

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Hi question, wich screener do you use? Btw very nice job!
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@Jasheij koyfin, thx!
1
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Why are you buying so many individual stocks?
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@Demas The 10 stocks of the test seems a good number. Personally I have 40% in SP500 and 60% in 15 stocks pointing to beat the market. I dont want to go over 15, I cannot afford to keep attention of more than 15 stocks. How many indv stocks do you have?
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@daviddg great! I only got $V Visa and $1211 BYD
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