$ASML (+1,87 %) 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 (+5,22 %)
$COST (-0,8 %)
$7011 (+1,72 %)
$MUV2 (-0,48 %)
$GOOG (+5,13 %)
$MUX (+1,83 %) (mutares is under observation by me) $2768 (+0 %)
Dividend 25%: $OBDC (-0,16 %)
$HTGC (+0,45 %)
$PSA (-1,13 %)
$JEGP (+0,79 %)
