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 (+0,37%)
$MSFT (+0,2%)
$GOOGL (+0,37%)
$META (+0,59%)
$UNH (+0,83%) (I removed this because the PE LTM was too close to 40)
$NFLX (+0,55%)
$QCOM (+0,62%)
$PGR (+1,09%)
$BKNG (+0,41%) (I removed this one total return 5Y was too close to 100%)
$LRCX
$KLAC (+0,97%) (added the next one to replace the removed one)
$HCA (+0,7%) (same)
I know that in January the screener results maybe wouldn't be these, and that most companies are the easy ones, but... 30% returns YTD, without using the 10 best performance of the SP500 YTD ($NVDA (+1,44%) , $VST (+0,77%) , $SMCI , $HWM (+0,13%) , $CEG , $TRGP (+0,72%) , $LLY (+0,48%) , $IRM (+0,59%) , $NRG (-1,53%) , $GDDY (+0,35%) 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/
