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 (-0,4%)

$META (-0,63%)

$MA (-0,21%)

$BRK.B (-0,37%)

$AMZN (-0,43%)

$ASML (+0,1%)

$MSCI (-0,45%)

$MC (-0,51%)

$BKNG (-0,21%)

$SPGI (-0,54%)

$ADBE (-0,09%)

$NOVO B (-0,51%)

$AIR (-0,38%)

$CDNS (-0,51%)

$OR (-0,36%)

$IDXX (-0,41%)

$EL (-0,3%)

$RMS (-0,95%)

$FTNT (-0,25%)