1Mês·

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 (-0,32%)

$META (+0,14%)

$MA (+1,08%)

$BRK.B (-0,63%)

$AMZN (-1,78%)

$ASML (+0,2%)

$MSCI (-0,65%)

$MC (-0,3%)

$BKNG (+0,93%)

$SPGI (+1,36%)

$ADBE (-0,27%)

$NOVO B (-0,09%)

$AIR (-0,82%)

$CDNS (+0,28%)

$OR (+1,76%)

$IDXX (+0,36%)

$EL (-0,36%)

$FTNT (+1,33%)

$LULU (+0,45%)

3
Participar na conversa