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 (-0,35%)

$MSFT (-3,22%)

$GOOGL (-1,29%)

$META (-2,28%)

$UNH (-1,36%) (I removed this because the PE LTM was too close to 40)

$NFLX (-3,8%)

$QCOM (-3,28%)

$PGR (-0,86%)

$BKNG (-9,49%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-4,77%) (added the next one to replace the removed one)

$HCA (+0,88%) (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 (-2,71%) , $VST (-1,37%) , $SMCI , $HWM (+2,67%) , $CEG , $TRGP (+2,19%) , $LLY (-3,91%) , $IRM (-1,13%) , $NRG (+2,6%) , $GDDY (-5,9%) 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/