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 (+7.53%)

$META (+9.02%)

$MA (+1.48%)

$BRK.B (+0.96%)

$AMZN (+2.78%)

$ASML (+1.3%)

$MSCI (+1.6%)

$MC (+0.28%)

$BKNG (+2.77%)

$SPGI (+1.19%)

$ADBE (-1.19%)

$NOVO B (-7.22%)

$AIR (-2.85%)

$CDNS (+2.11%)

$OR (+6.84%)

$IDXX (+1.01%)

$EL (-0.63%)

$RMS (-3.98%)

$FTNT (-1.59%)

10
6 Comments

profile image
i like it !
•
2
•
profile image
@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!
•
1
•
I have similar One! It is really interesting
•
1
•
profile image
••
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
•
1
•
profile image
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.
••
Join the conversation