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 (+0,41 %)

$META (-1,26 %)

$MA (-2,45 %)

$BRK.B (-0,45 %)

$AMZN (+0,72 %)

$ASML (-0,15 %)

$MSCI (-3,27 %)

$MC (-2,64 %)

$BKNG (-0,25 %)

$SPGI (-0,43 %)

$ADBE (-2 %)

$NOVO B (-3,08 %)

$AIR (-0,76 %)

$CDNS (-0,34 %)

$OR (-2,48 %)

$IDXX (-1,33 %)

$EL (-3,31 %)

$RMS (-1,5 %)

$FTNT (-1,24 %)