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 (-0,66%)
$MSFT (-3,17%)
$GOOGL (+0,59%)
$META (-0,3%)
$UNH (+1,39%) (I removed this because the PE LTM was too close to 40)
$NFLX (-1,72%)
$QCOM (-0,6%)
$PGR (-2,64%)
$BKNG (-2,06%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (+2,56%) (added the next one to replace the removed one)
$HCA (+1,63%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-3,33%) , $VST (-2,27%) , $SMCI , $HWM (-1,2%) , $CEG , $TRGP (-2,26%) , $LLY (-2,68%) , $IRM (+0,61%) , $NRG (-0,2%) , $GDDY (+0%) 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/
