Broadcom Inc. (AVGO) - 5i Research

Broadcom Inc. (AVGO $354.15)
- $354.15 P/E (TTM): 89.63X Cap: $1.67T
- View AVGO Profile
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Broadcom Inc. (AVGO $354.15)
- $354.15 P/E (TTM): 89.63X Cap: $1.67T
- View AVGO Profile
- View Questions on AVGO
QUALCOMM Incorporated (QCOM $164.08)
- $164.08 P/E (TTM): 15.63X Cap: $175.84B
- View QCOM Profile
- View Questions on QCOM
Vanguard Total Bond Market ETF (BND $74.98)
- $74.98 Cap: $132.18B
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Q: I know you don't like selling winners, but I am concerned about a bust following the AI boom which would devastate technology stocks (and the whole market). Nevertheless, I am thinking of selling some winners in my RRIF, AVGO and QCOM, to invest in BND, which would bring my bond allocation up to 10% weight. I have been retired for 15 years and live on the dividends from my portfolio. The growth in dividends has more than offset inflation and my portfolio income is more than enough for my lifestyle, so I have never seen the need for a higher bond weighting until now. Would this be a good move? Or do you think I being too fearful and should stay the course with my technology investments (currently 27% of my portfolio)?

Read Answer Asked by David on October 16, 2025

Broadcom Inc. (AVGO $354.15)
- $354.15 P/E (TTM): 89.63X Cap: $1.67T
- View AVGO Profile
- View Questions on AVGO
Alphabet Inc. (GOOG $251.88)
- $251.88 P/E (TTM): 26.83X Cap: $3.04T
- View GOOG Profile
- View Questions on GOOG
NVIDIA Corporation (NVDA $181.81)
- $181.81 P/E (TTM): 51.29X Cap: $4.36T
- View NVDA Profile
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Booking Holdings Inc. (BKNG $4,952.31)
- $4,952.31 P/E (TTM): 36.81X Cap: $164.67B
- View BKNG Profile
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Goldman Sachs Group Inc. (The) (GS $758.09)
- $758.09 P/E (TTM): 16.99X Cap: $232.46B
- View GS Profile
- View Questions on GS
JPMorgan Chase & Co. (JPM $298.54)
- $298.54 P/E (TTM): 15.49X Cap: $840.57B
- View JPM Profile
- View Questions on JPM
Tesla Inc. (TSLA $428.75)
- $428.75 P/E (TTM): 248.12X Cap: $1.40T
- View TSLA Profile
- View Questions on TSLA
Galaxy Digital Inc. Class A common stock (GLXY $56.94)
- $56.94 Cap: $21.10B
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- View Questions on GLXY
- View Reports on GLXY
CrowdStrike Holdings Inc. (CRWD $482.97)
- $482.97 Cap: $122.72B
- View CRWD Profile
- View Questions on CRWD
Coinbase Global Inc (COIN $330.25)
- $330.25 P/E (TTM): 33.04X Cap: $86.40B
- View COIN Profile
- View Questions on COIN
Robinhood Markets Inc. (HOOD $131.44)
- $131.44 P/E (TTM): 68.85X Cap: $118.38B
- View HOOD Profile
- View Questions on HOOD

Q: What sectors do you think will do well in the USA in the following months? Could you recommend 10 of your top picks in these sectors.

Read Answer Asked by Merrilyn on October 02, 2025

Broadcom Inc. (AVGO $354.15)
- $354.15 P/E (TTM): 89.63X Cap: $1.67T
- View AVGO Profile
- View Questions on AVGO
Garmin Ltd. (Switzerland) (GRMN $246.74)
- $246.74 P/E (TTM): 30.79X Cap: $47.49B
- View GRMN Profile
- View Questions on GRMN
Goldman Sachs Group Inc. (The) (GS $758.09)
- $758.09 P/E (TTM): 16.99X Cap: $232.46B
- View GS Profile
- View Questions on GS
JPMorgan Chase & Co. (JPM $298.54)
- $298.54 P/E (TTM): 15.49X Cap: $840.57B
- View JPM Profile
- View Questions on JPM
Eli Lilly and Company (LLY $819.38)
- $819.38 P/E (TTM): 53.09X Cap: $782.31B
- View LLY Profile
- View Questions on LLY
Mastercard Incorporated (MA $549.88)
- $549.88 P/E (TTM): 38.3X Cap: $508.78B
- View MA Profile
- View Questions on MA
Visa Inc. (V $335.40)
- $335.40 P/E (TTM): 34.02X Cap: $650.65B
- View V Profile
- View Questions on V
Constellation Software Inc. (CSU $3,855.64)
- $3,855.64 P/E (TTM): 96.41X Cap: $81.70B
- View CSU Profile
- View Questions on CSU
- View Reports on CSU
Tesla Inc. (TSLA $428.75)
- $428.75 P/E (TTM): 248.12X Cap: $1.40T
- View TSLA Profile
- View Questions on TSLA
Axon Enterprise Inc. (AXON $654.43)
- $654.43 P/E (TTM): 174.25X Cap: $51.19B
- View AXON Profile
- View Questions on AXON
Galaxy Digital Inc. Class A common stock (GLXY $56.94)
- $56.94 Cap: $21.10B
- View GLXY Profile
- View Questions on GLXY
- View Reports on GLXY
CrowdStrike Holdings Inc. (CRWD $482.97)
- $482.97 Cap: $122.72B
- View CRWD Profile
- View Questions on CRWD
Palantir Technologies Inc. (PLTR $178.12)
- $178.12 P/E (TTM): 599.13X Cap: $422.56B
- View PLTR Profile
- View Questions on PLTR
Coinbase Global Inc (COIN $330.25)
- $330.25 P/E (TTM): 33.04X Cap: $86.40B
- View COIN Profile
- View Questions on COIN
Robinhood Markets Inc. (HOOD $131.44)
- $131.44 P/E (TTM): 68.85X Cap: $118.38B
- View HOOD Profile
- View Questions on HOOD

Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.

Read Answer Asked by Adam on September 30, 2025