After my basic framework (after buying the house in September) with $AVGO (-3,3 %) , $COST (+1,37 %) , $APH (+2,9 %) , $PH (-0,33 %) , $CVX (+0,49 %) , $EXENS (-1,85 %) & $NOC (+0,52 %) stands again,
Now go buy something in the almighty $HMWO (-0,1 %)


