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 (+0,63%)
$GOOGL (+1,8%)
$META (+0,46%)
$UNH (+1,21%) (I removed this because the PE LTM was too close to 40)
$NFLX (-1,61%)
$QCOM (-0,49%)
$PGR (-1,73%)
$BKNG (+0,72%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (+1,14%) (added the next one to replace the removed one)
$HCA (+1,52%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+2,31%) , $VST (+5,19%) , $SMCI , $HWM (-0,86%) , $CEG , $TRGP (-2,02%) , $LLY (+0,54%) , $IRM (+0,2%) , $NRG (+3,79%) , $GDDY (-0,88%) 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/
