snappyz
09-19

$Broadcom(AVGO)$ When chips crashed I increased my position in AVGO, which was already my single largest holding, by more than 50%. As AVGO has risen by more than 20% in a week, I just sold that portion that I bought. AVGO remains my single largest holding, but because of its volatility I continue to plan to trade around my core position in AVGO.

The core position in AVGO has done quite well. I bought AVGO in 2020 under $25, and it has risen more than 6-fold in the past four years. I continue to have a high conviction hold on this stock for the long term.

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