$ASML (+1,17 %) 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 (-4,75 %)
$COST (-1,3 %)
$7011 (-1,73 %)
$MUV2 (+0,11 %)
$GOOG (+0,56 %)
$MUX (-1,08 %) (mutares is under observation by me) $2768 (+0,32 %)
Dividend 25%: $OBDC (+0,2 %)
$HTGC (-0,26 %)
$PSA (+0,5 %)
$JEGP (+0,59 %)
