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 (-0,25%)

$MSFT (+0,15%)

$GOOGL (+1,23%)

$META (+0,85%)

$UNH (-1,98%) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,98%)

$QCOM (+2,37%)

$PGR (-0,46%)

$BKNG (-2,13%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+5,88%) (added the next one to replace the removed one)

$HCA (+0,64%) (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 (+3,5%) , $VST (+1,03%) , $SMCI , $HWM (+3,38%) , $CEG , $TRGP (+3,37%) , $LLY (+0,36%) , $IRM (-0,34%) , $NRG (+0%) , $GDDY (+1,64%) 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/