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 (+1,01%)
$MSFT (+0,94%)
$GOOGL (-0,09%)
$META (-0,17%)
$UNH (-0,88%) (I removed this because the PE LTM was too close to 40)
$NFLX (+0,67%)
$QCOM (+0,51%)
$PGR (+2,12%)
$BKNG (-0,36%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (+1,23%) (added the next one to replace the removed one)
$HCA (-1,51%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-2,77%) , $VST (-1,46%) , $SMCI , $HWM (+1,16%) , $CEG , $TRGP (+0,24%) , $LLY (+0,23%) , $IRM (+1,3%) , $NRG (+0,03%) , $GDDY (+2,18%) 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/
