$ASML (-3,69 %) 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 (-14,32 %)
$COST (+0,57 %)
$7011 (-2,4 %)
$MUV2 (+0,12 %)
$GOOG (-3,34 %)
$MUX (-0,52 %) (mutares is under observation by me) $2768 (+1,86 %)
Dividend 25%: $OBDC (-0,87 %)
$HTGC (-0,31 %)
$PSA (+0,34 %)
$JEGP (-0,25 %)


