Investors need more than Nvidia (NVDA), Amazon (AMZN) and Microsoft (MSFT) in their portfolios. That's according to Dale Smothers, who likes Big Tech long term but notes it won't be all portfolios need for a "10% pullback." He urges investors to focus on defensive names like include consumer staples. Dale considers companies like Campbell's (CPB), General Mills (GIS), and PepsiCo (PEP) as strong picks.