In 2009 I created a cloud portfolio consisting of a number of well known and not so well known companies. I was certain that the value of these firms would appreciate over the coming years due to the coming cloud mobile convergence. I took a mythical $13k and distributedd it amongst 14 stocks that I promised myself I would buy and hold until the momentum was lost. Here’s a snapshot of that porfolio. I would not have guessed that four years later the highest return was going to come from NetSuite. All investments were made on 4/16/2009.