5G·

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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