$ASML (-2,75 %) 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 (-2,79 %)
$COST (+1,03 %)
$7011 (+0,11 %)
$MUV2 (-0,58 %)
$GOOG (+0,3 %)
$MUX (-0,38 %) (mutares is under observation by me) $2768 (+2,72 %)
Dividend 25%: $OBDC (-2,58 %)
$HTGC (-3,01 %)
$PSA (+1,56 %)
$JEGP (+0,06 %)


