5D·

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 (+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 %)

$FTNT (-1,06 %)

$LULU (-0,9 %)

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