$ASML (-2,49 %) 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 (-1,77 %)
$COST (-0,3 %)
$7011 (-1,57 %)
$MUV2 (+0,55 %)
$GOOG (-2,71 %)
$MUX (-0,73 %) (mutares is under observation by me) $2768 (-2,5 %)
Dividend 25%: $OBDC (-1,34 %)
$HTGC (-0,71 %)
$PSA (-1,8 %)
$JEGP (+0,59 %)
