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 (+1,77%)
$MSFT (-0,17%)
$GOOGL (-1%)
$META (-0,45%)
$UNH (+1,62%) (I removed this because the PE LTM was too close to 40)
$NFLX (-0,48%)
$QCOM (-0,59%)
$PGR (-0,78%)
$BKNG (-0,07%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (-0,34%) (added the next one to replace the removed one)
$HCA (+0,17%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (-1,2%) , $VST (-0,7%) , $SMCI , $HWM (-0,69%) , $CEG , $TRGP (-0,44%) , $LLY (+0,49%) , $IRM (-1,29%) , $NRG (-0,61%) , $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/
