$ASML (-2,58 %) 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 (+6,28 %)
$COST (-0,79 %)
$7011 (-0,65 %)
$MUV2 (+0,86 %)
$GOOG (+2,93 %)
$MUX (+3,05 %) (mutares is under observation by me) $2768 (+0,45 %)
Dividend 25%: $OBDC (+0,85 %)
$HTGC (+1,16 %)
$PSA (-0,99 %)
$JEGP (-0,6 %)
