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 (-1,8%)

$MSFT (-2,6%)

$GOOGL (-2,07%)

$META (-4,31%)

$UNH (-2,22%) (I removed this because the PE LTM was too close to 40)

$NFLX (-1,37%)

$QCOM (-6,17%)

$PGR (+1%)

$BKNG (-2,6%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-11,45%) (added the next one to replace the removed one)

$HCA (-1,72%) (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 (-8,8%) , $VST (-7,19%) , $SMCI , $HWM (-5,66%) , $CEG , $TRGP (-2,05%) , $LLY (-2,23%) , $IRM (-8,92%) , $NRG (-3,53%) , $GDDY (+1,3%) 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/