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 (+0,12 %)

$MSFT (+1,16 %)

$GOOGL (+3,76 %)

$META (+0,49 %)

$UNH (-1,3 %) (I removed this because the PE LTM was too close to 40)

$NFLX (+1,19 %)

$QCOM (+1,2 %)

$PGR (-1,42 %)

$BKNG (-0,56 %) (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 (-0,12 %) (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 (+5,32 %) , $VST (+0 %) , $SMCI , $HWM (+0,76 %) , $CEG , $TRGP (-0,43 %) , $LLY (-3,6 %) , $IRM (-0,1 %) , $NRG (-1,71 %) , $GDDY (+0,3 %) 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/