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 (+0,65 %)

$META (-0,11 %)

$MA (+0,38 %)

$BRK.B (-0,9 %)

$AMZN (+0,49 %)

$ASML (+0,35 %)

$MSCI (-0,13 %)

$MC (-0,74 %)

$BKNG (-0,1 %)

$SPGI (-0,3 %)

$ADBE (+2,11 %)

$NOVO B (-1,85 %)

$AIR (+1,12 %)

$CDNS (+0,99 %)

$OR (+0,49 %)

$IDXX (+1,26 %)

$EL (-0,06 %)

$RMS (-0,87 %)

$FTNT (+1,04 %)