3Settimana·

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 (-0,07%)

$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%)

$FTNT (-1,07%)

$LULU (-0,91%)

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