Broadcom (AVGO) Stock Concentration Calculator
Calculator · free · no signup · AVGOQuantify Broadcom concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →About Broadcom
Broadcom (AVGO) is a public Semiconductors company, headquartered in Palo Alto, CA. IPO'd Aug 6, 2009.
Last close: $376.71 per share (as of 2026-06-17).
Equity grants at Broadcom typically include restricted stock units (RSUs).
Broadcom Inc. is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, storage, and industrial markets. As of 2026—amid the AI boom—Broadcom is one of the largest companies globally, and could be considered part of Big Tech.
Source: Wikipedia (CC BY-SA 4.0)
Tracing its lineage to a 1961 Hewlett-Packard semiconductor unit, the company passed through Agilent and Avago before Avago acquired Broadcom Corp for $37B in 2016 and adopted the name. CEO Hock Tan runs the Palo Alto operation, which designs Tomahawk and Jericho switching silicon, wireless and storage connectivity chips, and custom AI accelerators for Google, Meta, and other hyperscalers. The 2023 VMware deal (closed for roughly $61B) folded cloud infrastructure software into the mix. Fiscal 2025 revenue hit $63.9B, with AI semiconductor sales climbing 65% to $20B.
Sources: en.wikipedia.org · investors.broadcom.com
Equity comp at Broadcom
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Broadcom.
If a meaningful share of your net worth sits in AVGO, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with AVGO's option-implied volatility.
Example: 5,000 AVGO shares at $376.71 is a $1,883,550 position. A 30% drawdown costs $565,065; a 50% drawdown costs $941,775; a 70% drawdown costs $1,318,485. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using AVGO's option-implied volatility and your cost basis.
All Broadcom tools → · Use the generic Stock Concentration Calculator for any company.
Broadcom equity questions
- How much AVGO stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your AVGO position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does Broadcom grant ISOs, NSOs, or RSUs?
- Equity compensation at Broadcom typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Broadcom RSUs use double-trigger vesting?
- No. Broadcom restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your Broadcom equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.