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 (+0,28%)
$MSFT (+0,86%)
$GOOGL (+1,28%)
$META (+0,67%)
$UNH (+7,85%) (I removed this because the PE LTM was too close to 40)
$NFLX (+2,69%)
$QCOM (+1,24%)
$PGR (+0,88%)
$BKNG (+1,24%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (-5,09%) (added the next one to replace the removed one)
$HCA (+1,29%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+0,72%) , $VST (-0,68%) , $SMCI , $HWM (+0,03%) , $CEG , $TRGP (-0,23%) , $LLY (+3,96%) , $IRM (-2,24%) , $NRG (+0,21%) , $GDDY (+1,65%) 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/
