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 (+2,12%)
$MSFT (-0,95%)
$GOOGL (+0,33%)
$META (+0,41%)
$UNH (+0,45%) (I removed this because the PE LTM was too close to 40)
$NFLX (-2,18%)
$QCOM (+0,17%)
$PGR (+0,24%)
$BKNG (+0,62%) (I removed this one total return 5Y was too close to 100%)
$LRCX (-0,78%)
$KLAC (-0,88%) (added the next one to replace the removed one)
$HCA (+0,39%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-1,92%) , $VST (-0,24%) , $SMCI (-0,11%) , $HWM (+0,05%) , $CEG , $TRGP (+0,07%) , $LLY (-0,05%) , $IRM (+0,41%) , $NRG (+0,74%) , $GDDY (+0,36%) 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/
