3Lun·

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 (-0,35 %)

$META (+1,22 %)

$MA (+0,33 %)

$BRK.B (-0,95 %)

$AMZN (+2,06 %)

$ASML (+1,56 %)

$MSCI (+0,34 %)

$MC (+1,54 %)

$BKNG (-0,77 %)

$SPGI (-0,93 %)

$ADBE (+1,88 %)

$NOVO B (+2,41 %)

$AIR (-0,17 %)

$CDNS (-0,98 %)

$OR (-0,14 %)

$IDXX (+0,97 %)

$EL (+0,18 %)

$RMS (+1,84 %)

$FTNT (+2,02 %)

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6 Comentarios

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i like it !
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@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!
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I have similar One! It is really 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
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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.
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