7Mes·

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 (-4,56%)

$MSFT (-5,07%)

$GOOGL (-4,48%)

$META (-4,52%)

$UNH (-2,63%) (I removed this because the PE LTM was too close to 40)

$NFLX (-4,05%)

$QCOM (-5,03%)

$PGR (-5,13%)

$BKNG (-4,69%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-6,06%) (added the next one to replace the removed one)

$HCA (-3,98%) (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 (-5,74%) , $VST (-8,69%) , $SMCI , $HWM (-9,58%) , $CEG , $TRGP (-5,58%) , $LLY (-3,23%) , $IRM (-5,37%) , $NRG (-4,43%) , $GDDY (-3,67%) 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/

10Posizioni
2595,69 €
29,53%
previw image
15
5 Commenti

immagine del profilo
Hi question, wich screener do you use? Btw very nice job!
immagine del profilo
@Jasheij koyfin, thx!
1
immagine del profilo
Why are you buying so many individual stocks?
immagine del profilo
@Demas The 10 stocks of the test seems a good number. Personally I have 40% in SP500 and 60% in 15 stocks pointing to beat the market. I dont want to go over 15, I cannot afford to keep attention of more than 15 stocks. How many indv stocks do you have?
immagine del profilo
@daviddg great! I only got $V Visa and $1211 BYD
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