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 (-0,07 %)

$META (-1,93 %)

$MA (-1,24 %)

$BRK.B (+0,39 %)

$AMZN (-0,52 %)

$ASML (+0,24 %)

$MSCI (+0,78 %)

$MC (-1,1 %)

$BKNG (+0,09 %)

$SPGI (+1,23 %)

$ADBE (-0,43 %)

$NOVO B (-1,98 %)

$AIR (+1,52 %)

$CDNS (-1,38 %)

$OR (+0,08 %)

$IDXX (+1,65 %)

$EL (-0,44 %)

$RMS (+0,85 %)

$FTNT (-1,07 %)