Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (+3,79%)

$ALB (+0,21%)

$AVGO (-0,96%)

$INTC (-2,49%)

$KLAC (-2,87%)

$NVDA (-1,67%)

$VST (+1,81%)

$MPWR (+0,25%)

$ON (+0,82%)

$CEG

$TER (-3,74%)

$SMCI

$CRWD (-1,49%)

Quelle: https://x.com/bespokeinvest/status/1832113048045158634

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 (-1,03%)

$MSFT (+0,54%)

$GOOGL (-0,13%)

$META (-0,66%)

$UNH (+2,71%) (I removed this because the PE LTM was too close to 40)

$NFLX (+1,32%)

$QCOM (+2,67%)

$PGR (-0,78%)

$BKNG (+3,06%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-2,87%) (added the next one to replace the removed one)

$HCA (-0,57%) (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 (-1,67%) , $VST (+1,81%) , $SMCI , $HWM (+0,49%) , $CEG , $TRGP (-3,37%) , $LLY (+3,15%) , $IRM (+1,2%) , $NRG (+1,91%) , $GDDY (+3,17%) 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/