$ASML (+9,11 %) 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 (+3,2 %)
$COST (-0,79 %)
$7011 (+2,58 %)
$MUV2 (+0,15 %)
$GOOG (+3,33 %)
$MUX (-5,38 %) (mutares is under observation by me) $2768 (+4,54 %)
Dividend 25%: $OBDC (+0,51 %)
$HTGC (+0,45 %)
$PSA (+1,64 %)
$JEGP (-0,49 %)
