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 (-0,15%)

$META (-0,04%)

$MA (-0,3%)

$BRK.B (+0,04%)

$AMZN (-0,27%)

$ASML (-1,12%)

$MSCI (-0,22%)

$MC (-0,32%)

$BKNG (-0,26%)

$SPGI (+0%)

$ADBE (+0,02%)

$NOVO B (-0,63%)

$AIR (-0,85%)

$CDNS (-0,42%)

$OR (+0,48%)

$IDXX (-0,1%)

$EL (+0,04%)

$RMS (+0,17%)

$FTNT (-0,37%)