qixoo
09-26

$Broadcom(AVGO)$ AVGO is my largest position. However, this is a VERY volatile stock, rising 17% in one day & often drops 5/7%/day. The other concern is making large acquisitions is a risky strategy albeit one that so far has worked out well. Also, there is a concentration of sales to a small number of businesses.Accordingly, I have slowly cut my position this year from 9% to 7% of my portfolio but even with that have 500%+ gain.

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