2MonĀ·

My portfolio strategy (part 1)

My Portfolio is a selection of 15-25 companies which I am buying and planning on never selling. The overall criteria for my #investableuniverse are the following. I will go in-depth in another post:


  • Little capital needed to run the business (high ROCE)
  • High returns on invested capital (high ROIC)
  • Profitability track-record with high gross margins / operating margins / high free cash flow margins
  • High free cashflow growth / substantial revenue growth
  • Global revenue diversification
  • Low cyclicality
  • #tollbooth Company - Large moat / brand name in the industry / no alternatives to the product
  • Predictable sources of future growth / global trends


Here are my current holdings:

$MSFT (+0.01%)

$META (-0.13%)

$MA (-0.01%)

$BRK.B (-0.13%)

$AMZN (-0.06%)

$ASML (+1.48%)

$MSCI (+0.08%)

$MC (+1.24%)

$BKNG (+0.37%)

$SPGI (+0.08%)

$ADBE (+0.09%)

$NOVO B (+0%)

$AIR (+0.46%)

$CDNS (+0.49%)

$OR (+0.68%)

$IDXX (-0.03%)

$EL (-1.61%)

$RMS (+0.72%)

$FTNT (+0.12%)

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6 Comments

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i like it !
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@mathissng i will go more in-depth on what i am looking for and why i am holding on to this strategy in my future posts. Interested to see what your strategy is too!
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I have similar One! It is really interesting
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Have you already exited any of these stocks or are you still in? Because I don't know what to do I made pretty good money
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I only close a position if I can swap it for another one that increases the quality of my portfolio. I never exit because of high valuation or how much I’m in the green.
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