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 (-0,24%)
$MSFT (+0,01%)
$GOOGL (-0,12%)
$META (+0,26%)
$UNH (+0,86%) (I removed this because the PE LTM was too close to 40)
$NFLX (+0,04%)
$QCOM (+0,03%)
$PGR (-0,42%)
$BKNG (+0,16%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (-1,13%) (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 (+0,42%) , $VST (+0,32%) , $SMCI , $HWM (-0,89%) , $CEG , $TRGP (+0,14%) , $LLY (+0,19%) , $IRM (+2,19%) , $NRG (+0,58%) , $GDDY (+0,44%) 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/
