1Mon·

My investable universe

When I‘m screening markets for my investable universe I look for high-quality compounders with:


  • Strong and consistent capital returns (ROCE)
  • High and stable profitability (gross, operating, and FCF margins)
  • Steady revenue growth over time
  • Large market capitalization (mature, established companies)


In detail I’m screening for:


  • Market Cap: at least $ 10B
  • ROCE 3-Year Avg: ≥ 25%
  • ROCE 10-Year Avg: ≥ 25%
  • Gross Margin 3-Year Avg: ≥ 50%
  • FCF Margin 3-Year Avg: ≥ 20%
  • Operating Margin 10-Year Avg: ≥ 25%
  • Revenue per share CAGR 3-Year: ≥ 5%
  • Revenue per share CAGR 10-Year: ≥ 5%
  • FCF per share CAGR 3-Year: ≥ 10%
  • FCF per share CAGR 10-Year: ≥ 10%
  • Consistency/stability of earnings (from max. 1.0): ≥ 0.8
  • No more than 75% revenue exposure to one single country/market (eg. USA)



Here are my current holdings:

$MSFT (+1.27%)

$META (+2.15%)

$MA (+0.16%)

$BRK.B (+0.15%)

$AMZN (+1.42%)

$ASML (+0.75%)

$MSCI (+0.05%)

$MC (+0.52%)

$BKNG (-0.82%)

$SPGI (+0.93%)

$ADBE (-2.21%)

$NOVO B (-0.14%)

$AIR (+2.04%)

$CDNS (+0.19%)

$OR (+0.86%)

$IDXX (-0.04%)

$EL (+1.31%)

$FTNT (-0.28%)

$LULU (-1.44%)

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