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 (+0,33%)

$MSFT (+0,22%)

$GOOGL (-1,5%)

$META (-0,56%)

$UNH (-1,39%) (I removed this because the PE LTM was too close to 40)

$NFLX (+0,21%)

$QCOM (-1,67%)

$PGR (+0,04%)

$BKNG (-0,83%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-4,58%) (added the next one to replace the removed one)

$HCA (+0,9%) (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 (-0,85%) , $VST (-6,06%) , $SMCI , $HWM (-3,13%) , $CEG , $TRGP (+1,86%) , $LLY (-0,57%) , $IRM (-3,75%) , $NRG (-5,57%) , $GDDY (+0,33%) 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/