After my basic framework (after buying the house in September) with $AVGO (-2,31 %) , $COST (+0,92 %) , $APH (-2,59 %) , $PH (-2,05 %) , $CVX (+1,29 %) , $EXENS (-2,03 %) & $NOC (-1,01 %) stands again,
Now go buy something in the almighty $HMWO (-0,84 %)

