Why I Built the Global Tech 15
Concentrated tech exposure
For years, investors have been told that the only way to build long-term wealth is to "buy the index." Set it, forget it, let compounding do the rest.
But here’s the thing no one tells you: the index itself is changing — fast.
The S&P 500 is no longer a balanced representation of the American economy. It's now a tech-heavy, capital-weighted momentum machine, increasingly driven by the performance of just a handful of mega-cap giants.
And that’s not a bug — it’s the new feature of public markets.
The Global Tech 15: My Solution
I launched the Global Tech 15 because I wanted a smarter, more focused version of the index — one that:
Tracks the real drivers of global equity performance
Concentrates only on high-conviction mega-cap tech stocks
Maintains discretionary rebalancing to manage risk
Can be tokenized and owned directly in the near future
More on that last one at a later date.
The Global Tech 15 isn’t a bet on hype — it’s a strategic lens on where market value is consolidating, and where long-term capital wants to be.
Why Not Just Hold QQQ or XLK?
Here's why I believe the Global Tech 15 is better suited for the next decade:
More agile: I can adapt weighting based on risk, not just market cap
No over-diversification: 15 names, not 100+ (many of which simply don't matter)
Global scope: I’m not bound to U.S. listings if global tech leaders emerge elsewhere
Built for tokenization: This portfolio is being designed for eventual on-chain access, giving investors full transparency and ownership
What Comes Next
This index is just the beginning.
I'm using it as the foundation to build a community of forward-thinking investors — those who want:
Institutional-level transparency
Access to real public equities in tokenized form
A seat at the table as I build a lean, global fund from the ground up
If that sounds like you, join the community and track the index here.
Thanks for reading. Let’s make the next decade smarter, not just passive.
Until next time,
North Tech Capital
🔐 Whenever you’re ready, here are 2 ways to go deeper with North Tech Capital:
Become a Paid Subscriber: Get clarity in a noisy market. Daily research on mega-cap tech, tokenization, and the future of asset management — while directly supporting a Web3 startup building a tokenized hedge fund.
Expression of interest: Our tokenized mega-cap tech fund is designed for High Net Worth, Accredited, and Sophisticated Investors. Register your interest to receive updates and early insights about the fund’s development — including how it will operate and potential future opportunities to participate.
Disclaimer
This post is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any reference to specific securities is purely for illustrative purposes. Interests in the fund will only be made available in compliance with applicable securities laws. Past performance is not indicative of future results. Readers should conduct their own research or consult a qualified financial professional before making investment decisions.