Constell Energy

S&P500 Worst Performers September 2024 📉

$DLTR (+1,85 %)

$ALB (-0,15 %)

$AVGO (-1,19 %)

$INTC (-2,55 %)

$KLAC (+0,85 %)

$NVDA (-2,07 %)

$VST (+4,67 %)

$MPWR (-4,86 %)

$ON (-6,44 %)

$CEG

$TER (-1 %)

$SMCI

$CRWD (-1,73 %)

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 (-1,69 %)

$MSFT (-0,88 %)

$GOOGL (-0,59 %)

$META (+2,21 %)

$UNH (+2,56 %) (I removed this because the PE LTM was too close to 40)

$NFLX (-3,21 %)

$QCOM (-1,39 %)

$PGR (-1,31 %)

$BKNG (-2,09 %) (I removed this one total return 5Y was too close to 100%)

$LRCX

$KLAC (+0,85 %) (added the next one to replace the removed one)

$HCA (-2,05 %) (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 (-2,07 %) , $VST (+4,67 %) , $SMCI , $HWM (-1,41 %) , $CEG , $TRGP (+2,18 %) , $LLY (+1,34 %) , $IRM (-0,26 %) , $NRG (+1,76 %) , $GDDY (-1,57 %) 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/