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 (-6,8%)

$MSFT (-2,36%)

$GOOGL (-2,74%)

$META (-4,44%)

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

$NFLX (-5,74%)

$QCOM (-7,67%)

$PGR (-9,83%)

$BKNG (-2,79%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-6,34%) (added the next one to replace the removed one)

$HCA (-3,68%) (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 (-7,25%) , $VST (-8,8%) , $SMCI , $HWM (-10,39%) , $CEG , $TRGP (-10,07%) , $LLY (-7,56%) , $IRM (-6,35%) , $NRG (-9,08%) , $GDDY (-8,26%) 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/