I remember thinking circa 2009 that every company was going to eventually need a dedicated cyber security department or pay for equivalent services, and that in

I remember thinking circa 2009 that every company was going to eventually need a dedicated cyber security department or pay for equivalent services, and that investing in a portfolio of stocks that can provide software and services would be a windfall. I made a paper portfolio on Yahoo! Finance. Unfortunately it doesn't really track performance properly, but seems like I made a good call. I selected dedicated security vendors like Fortinet (+800%) as well as enterprise software vendors (MSFT +800%) and IT consultancy firms (Accenture +400%). I don't really have any convictions as strong in today's environment, although cyber security probably has a lot further to go.