After my basic framework (after buying the house in September) with $AVGO (+0,05 %) , $COST (-0,6 %) , $APH (-0,07 %) , $PH (-0,41 %) , $CVX (-0,43 %) , $EXENS (+0,15 %) & $NOC (-3,12 %) stands again,
Now go buy something in the almighty $HMWO (+0,2 %)
