$ASML (-0.02%) is out, as I want to focus more on stocks with a healthy trend in the growth part of my portfolio. See the weekly chart.
At the moment I am running a 75/25 strategy with which I feel most comfortable, 15K divided as follows:
Growth 75%: $AVGO (+1.78%)
$COST (-1.02%)
$7011 (-0.66%)
$MUV2 (+0.31%)
$GOOG (+1.83%)
$MUX (+1.24%) (mutares is under observation by me) $2768 (+1.28%)
Dividend 25%: $OBDC (+0.18%)
$HTGC (+0%)
$PSA (-1.4%)
$JEGP (-0.38%)


