$ASML (-1,2 %) 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 (-0,03 %)
$COST (-0,08 %)
$7011 (-1,12 %)
$MUV2 (-0,94 %)
$GOOG (+2,67 %)
$MUX (+5,26 %) (mutares is under observation by me) $2768 (+1,43 %)
Dividend 25%: $OBDC (-1,87 %)
$HTGC (-1,88 %)
$PSA (-1,62 %)
$JEGP (+0,21 %)
