For those wondering why my portfolio is concentrated around Big Tech and Software companies overall:

1. I'm pretty young, therefore I can afford to risk quite a lot
2. I think of my SW companies as an ETFs of its own. Most of them have multiple products and have use cases across multiple industries, whether that is IT, Healthcare, Industrials, ... Technology is the easiest way I can diversify IMO while staying within my circle of competence.

So, I simply let the best-of-breed companies diversify their business operations across industries, therefore fundamentally diversifying myself as an investor, so I don't have to worry about that. This was especially clear during the last ER season where many of those titans told us they had weaker cohorts in the Retail space for example, but let's say Financial Services more than made up for that weakness. This is exactly what I'm talking about. That's why I love SW!

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