06-11-2023, 07:48 AM
(05-26-2023, 01:11 PM)EricL Wrote: Another 9.5% move today for $AVGO, giving me a 200% total return since I sold $IBM and purchased it back in early 2019.
Now up to a 4.37% weighting in the portfolio, making it my largest holding.
Still somewhat reasonably priced at a 19 PE on 2023 estimates.
weighting percentages is something i've been debating about--i have some that have increased into the 8 to 9% range--i'll most likely trim into the 4 to 5% range
it will enable me to get into some other investments sooner than later