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 (-0,48%)

$MSFT (+0,16%)

$GOOGL (+0,75%)

$META (+1,48%)

$UNH (-0,59%) (I removed this because the PE LTM was too close to 40)

$NFLX (-2,32%)

$QCOM (+1,26%)

$PGR (-1,43%)

$BKNG (+2,49%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+1,38%) (added the next one to replace the removed one)

$HCA (+0,02%) (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 (-0,9%) , $VST (-5,2%) , $SMCI , $HWM (-3,08%) , $CEG , $TRGP (+0,39%) , $LLY (-0,36%) , $IRM (-0,74%) , $NRG (-2,73%) , $GDDY (-0,9%) 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/