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 (+0,48 %)

$META (+0,14 %)

$MA (+0,65 %)

$BRK.B (+0,07 %)

$AMZN (+0,58 %)

$ASML (+7,31 %)

$MSCI (+0,5 %)

$MC (+2,66 %)

$BKNG (+0,38 %)

$SPGI (+0,4 %)

$ADBE (+0,62 %)

$NOVO B (+7,13 %)

$AIR (-0,56 %)

$CDNS (+2,49 %)

$OR (+0,54 %)

$IDXX (+0,44 %)

$EL (+2,2 %)

$RMS (+2,48 %)

$FTNT (+1,1 %)