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 (-4,63 %)

$MSFT (-3,3 %)

$GOOGL (-3,4 %)

$META (-5,02 %)

$UNH (-5,78 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-2,08 %)

$QCOM (-8,32 %)

$PGR (-1,61 %)

$BKNG (+0,36 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-5,88 %) (added the next one to replace the removed one)

$HCA (-1,39 %) (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 (-6,14 %) , $VST (-7,1 %) , $SMCI , $HWM (-3,03 %) , $CEG , $TRGP (-5,95 %) , $LLY (-3,36 %) , $IRM (-3,43 %) , $NRG (-5,14 %) , $GDDY (-3,02 %) 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/