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 (-0,8%)
$GOOGL (-1,18%)
$META (-1,69%)
$UNH (-6,99%) (I removed this because the PE LTM was too close to 40)
$NFLX (-0,22%)
$QCOM (-1,22%)
$PGR (-0,79%)
$BKNG (-1,67%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (-0,64%) (added the next one to replace the removed one)
$HCA (-0,65%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-2,77%) , $VST (-3,3%) , $SMCI , $HWM (-0,42%) , $CEG , $TRGP (-0,65%) , $LLY (+0,58%) , $IRM (-0,83%) , $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/
