$ASML (-0,87 %) 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 (-1,82 %)
$COST (-0,13 %)
$7011 (+1,8 %)
$MUV2 (-1,81 %)
$GOOG (-1,37 %)
$MUX (-0,89 %) (mutares is under observation by me) $2768 (+0,87 %)
Dividend 25%: $OBDC (+1,35 %)
$HTGC (+1,64 %)
$PSA (-1,05 %)
$JEGP (+0,22 %)


