$ASML (+0,25 %) 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 (+0,94 %)
$COST (-0,25 %)
$7011 (-1,37 %)
$MUV2 (+0,36 %)
$GOOG (+0,38 %)
$MUX (+0,26 %) (mutares is under observation by me) $2768 (-0,75 %)
Dividend 25%: $OBDC (+0,18 %)
$HTGC (-0,38 %)
$PSA (-0,63 %)
$JEGP (-0,47 %)


