Editor's note: Ann Winblad's stock picks for CNBC Pro' Platinum Portfolio are up more than 20 percent this year, positioning the investor in the No. 1 spot in the competition.
I am just a software girl investing in the only space I know. I must also reiterate, I am not a professional stock picker. I am a venture capitalist. My job as an early stage enterprise software investor at Hummer Winblad Venture Partners is to audition the future. It's a fun gig.
I pay close attention to my friend Warren Buffett who says, "Invest only in companies you know and trust," and "Great investors don't diversify. Diversification is protection against ignorance. It makes little sense if you know what you are doing."