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 (+0,62 %)

$META (+0,56 %)

$MA (+2,14 %)

$BRK.B (-0,27 %)

$AMZN (-0,1 %)

$ASML (-1,02 %)

$MSCI (-0,18 %)

$MC (+0,1 %)

$BKNG (+0,51 %)

$SPGI (-0,04 %)

$ADBE (+0,93 %)

$NOVO B (+2,99 %)

$AIR (-0,11 %)

$CDNS (+1,22 %)

$OR (+2,06 %)

$IDXX (-0,22 %)

$EL (-0,32 %)

$RMS (+1,74 %)

$FTNT (-1,06 %)