Since Broadcom was first presented in an interim update and I am still holding it, I wanted to update its status for anyone interested. The target is at or just above 30, but I am going to take my humble 4.4% on it and move on.
Cash in the IRA portfolio is too low (55%) for the conservative likes of your letter writer and it is time to start selling a few of these bull stocks, while holding several as long as Santa seems to remain the play. Bigger picture, I want to be cashed up, dialed in and ready for changes to come early next year.
