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%)

2Mon

i like it !

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wealth.builder101@wealth_builder101

@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!

fund_whisperer_1977@fund_whisperer_1977

I have similar One! It is really interesting

1Mon

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

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.

My portfolio strategy (part 1)