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Strategies & Market Trends : Young and Older Folk Portfolio

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chowder
From: cemanuel12/12/2025 7:50:21 AM
1 Recommendation   of 23883
 
I may be adding a bit more AVGO today - if I have the time to follow the trading pattern, busy day today. It's suffering from roughly the same problem as NVDA in its latest ER. It was a beat but not a blowout.

In a vacuum there are other stocks I'd pick up ahead of it, in particular MU and NVDA. But I own a lot of them and only about a 1/3 of full AVGO position. I've always been fond of buying fast growing companies that drop after an ER. It has generally worked for me.
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