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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