https://investorplace.com/2018/07/7-scorching-software-etfs/…
Both for stock ideas and possible standards of comparison with our portfolios.
First they mention XLK (Technology Select Sector SPDR) and the S&P North American Technology-Software Index, and then they give this list:
IGV - iShares North American Tech-Software ETF (tracks the S&P North American Technology-Software Index)
XSW - SPDR S&P Software & Services
PSJ - Invesco Dynamic Software
HACK - ETFMG Prime Cyber Security
GAMR - ETFMG Video Game Tech
AIQ - Global X Future Analytics Tech
SKYY - First Trust Cloud Computing
IGV has arguably done the best over the last 5 years, though it’s really only done very well over the last two years. The top 10 holdings include two game software companies - Activision Blizzard and Electronic Arts, as well as Adobe, Microsoft, Oracle, Intuit, ServiceNow, and Red Hat.
Some combination of IGV, AIQ, XSW, and SKYY might come closest to what Saul is doing lately. Looking over their holdings might give us a few ideas.