Sell AVGO by Oct 11, 2026.

I’m \~55-60% correlated to US tech, with zero bonds and zero defensive equity. Want to fix that. Plan: trim AVGO (+20% for me) into either short/intermediate Treasuries or a low-vol dividend fund. Why AVGO: highest-beta single stock, most concentrated semi bet, slightly above fair value, up +20%. I keep plenty of semi exposure anyway through positions in AMZN, GOOG, MSFT, DRAM, and a global index fund. Anyone else thinking of doing the same?