$ASML (-3,11 %) 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 (-3,05 %)
$COST (+1,51 %)
$7011 (-1,52 %)
$MUV2 (+0,07 %)
$GOOG (-1,58 %)
$MUX (-2,4 %) (mutares is under observation by me) $2768 (-1,69 %)
Dividend 25%: $OBDC (-0,79 %)
$HTGC (+1,23 %)
$PSA (-0,31 %)
$JEGP (+0,52 %)


