After my basic framework (after buying the house in September) with $AVGO (-1,46 %) , $COST (-0,56 %) , $APH (+0,71 %) , $PH (-0,1 %) , $CVX (-1,13 %) , $EXENS (+1,6 %) & $NOC (-1,15 %) stands again,
Now go buy something in the almighty $HMWO (-0,4 %)
