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 (+0,39 %)

$META (+0,85 %)

$MA (+2,49 %)

$BRK.B (+0,23 %)

$AMZN (+1,26 %)

$ASML (+1,03 %)

$MSCI (+0,6 %)

$MC (+0,72 %)

$BKNG (+0,58 %)

$SPGI (+0,3 %)

$ADBE (+0,79 %)

$NOVO B (+1,23 %)

$AIR (+2,57 %)

$CDNS (+0,87 %)

$OR (+0,5 %)

$IDXX (+0,36 %)

$EL (+0,27 %)

$RMS (-0,26 %)

$FTNT (+0,78 %)