$ASML (-0.48%) 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 (+0.69%)
$COST (-0.01%)
$7011 (+2.91%)
$MUV2 (+0.31%)
$GOOG (+2.14%)
$MUX (+1.94%) (mutares is under observation by me) $2768 (+0.96%)
Dividend 25%: $OBDC (-1.06%)
$HTGC (+0%)
$PSA (+0.02%)
$JEGP (-0.11%)
