> supreme multitasker and stock picker

Not really. Paul Pelosi was a tech investor. If you were heavily concentrated in META, AAPL, AMZN, NFLX, GOOG, etc you should have crushed the S&P and Warren Buffet too.

Famously, Warren Buffet's recent outperformance mostly came from AAPL, which was <1% of his positioning when he put it on. Imagine if it had been several percent! Such were the delights of many tech investors over the last 20 years or so.