S&P500 Worst Performers September 2024 📉
Quelle: https://x.com/bespokeinvest/status/1832113048045158634
Messaggi
2Just 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:
Equal weighted buying in January 2nd 2024
Results:
$UNH (-22,35%) (I removed this because the PE LTM was too close to 40)
$BKNG (+0,85%) (I removed this one total return 5Y was too close to 100%)
$KLAC (-1,13%) (added the next one to replace the removed one)
$HCA (+1,43%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-1,35%) , $VST (+0,17%) , $SMCI , $HWM (-0,21%) , $CEG , $TRGP (+1,24%) , $LLY (+14,61%) , $IRM (+2,19%) , $NRG (-0,05%) , $GDDY (-0,33%) and no crypto,)
If I reached half of it every year, I will be very proud of myself.
Hope it helps