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 (+2,14%)
$MSFT (+0,93%)
$GOOGL (+3,98%)
$META (+2,82%)
$UNH (+3,35%) (I removed this because the PE LTM was too close to 40)
$NFLX (-0,38%)
$QCOM (+1,77%)
$PGR (-0,04%)
$BKNG (+1,21%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (+2,59%) (added the next one to replace the removed one)
$HCA (+1,18%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+3,19%) , $VST (+2,9%) , $SMCI , $HWM (+0,65%) , $CEG , $TRGP (+2,55%) , $LLY (+1,37%) , $IRM (+1,39%) , $NRG (+1,36%) , $GDDY (+1,9%) 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/
