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 (+0,11%)

$MSFT (-0,14%)

$GOOGL (+0,01%)

$META (+0,02%)

$UNH (-0,06%) (I removed this because the PE LTM was too close to 40)

$NFLX (-0,39%)

$QCOM (-0,53%)

$PGR (-0,45%)

$BKNG (-0,28%) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (-0,68%) (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 (-0,93%) , $VST (-0,84%) , $SMCI , $HWM (+0,25%) , $CEG , $TRGP (-0,3%) , $LLY (-0,09%) , $IRM (-0,25%) , $NRG (-0,54%) , $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/