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 (-0,07%)

$META (-1,93%)

$MA (-1,24%)

$BRK.B (+0,39%)

$AMZN (-0,52%)

$ASML (+0,24%)

$MSCI (+0,78%)

$MC (-1,1%)

$BKNG (+0,09%)

$SPGI (+1,23%)

$ADBE (-0,43%)

$NOVO B (-1,98%)

$AIR (+1,52%)

$CDNS (-1,38%)

$OR (+0,08%)

$IDXX (+1,65%)

$EL (-0,44%)

$RMS (+0,85%)

$FTNT (-1,07%)