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 (-1,27%)

$MSFT (+1,94%)

$GOOGL (-2,62%)

$META (-5,1%)

$UNH (+0,06%) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,03%)

$QCOM (-8,43%)

$PGR (+1,11%)

$BKNG (+1,01%) (I removed this one total return 5Y was too close to 100%)

$LRCX

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

$HCA (-1,65%) (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 (+5,89%) , $VST (-3,37%) , $SMCI , $HWM (-0,81%) , $CEG , $TRGP (+1,83%) , $LLY (-1,8%) , $IRM (-0,57%) , $NRG (-3,11%) , $GDDY (+8,8%) 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/