$ASML (+2.49%) 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 (+2.82%)
$COST (+0.17%)
$7011 (-2.66%)
$MUV2 (-0.51%)
$GOOG (+0.69%)
$MUX (-0.96%) (mutares is under observation by me) $2768 (-0.58%)
Dividend 25%: $OBDC (-2.02%)
$HTGC (-2%)
$PSA (-1.56%)
$JEGP (-0.76%)

