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 (+0.62%)

$META (+0.56%)

$MA (+2.14%)

$BRK.B (-0.27%)

$AMZN (-0.1%)

$ASML (-1.02%)

$MSCI (-0.18%)

$MC (+0.1%)

$BKNG (+0.51%)

$SPGI (-0.04%)

$ADBE (+0.93%)

$NOVO B (+2.99%)

$AIR (-0.11%)

$CDNS (+1.22%)

$OR (+2.06%)

$IDXX (-0.22%)

$EL (-0.32%)

$RMS (+1.74%)

$FTNT (-1.06%)