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 (+0,26%)

$MSFT (-1,57%)

$GOOGL (-2,28%)

$META (-1,11%)

$UNH (-6,94%) (I removed this because the PE LTM was too close to 40)

$NFLX (-1,73%)

$QCOM (-4,11%)

$PGR (-0,16%)

$BKNG (-5,35%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-2,61%) (added the next one to replace the removed one)

$HCA (-1,19%) (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 (-3,63%) , $VST (-7,68%) , $SMCI , $HWM (-5,88%) , $CEG , $TRGP (-1,72%) , $LLY (+0,32%) , $IRM (-1,24%) , $NRG (-3,03%) , $GDDY (-1,48%) 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/