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 (-0,66%)

$MSFT (-3,17%)

$GOOGL (+0,59%)

$META (-0,3%)

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

$NFLX (-1,72%)

$QCOM (-0,6%)

$PGR (-2,64%)

$BKNG (-2,06%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+2,56%) (added the next one to replace the removed one)

$HCA (+1,63%) (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 (-3,33%) , $VST (-2,27%) , $SMCI , $HWM (-1,2%) , $CEG , $TRGP (-2,26%) , $LLY (-2,68%) , $IRM (+0,61%) , $NRG (-0,2%) , $GDDY (+0%) 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/