$ASML (+6,42 %) 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 (+3,86 %)
$COST (+1,09 %)
$7011 (+2,64 %)
$MUV2 (-1,55 %)
$GOOG (+1,24 %)
$MUX (+3,68 %) (mutares is under observation by me) $2768 (+0,35 %)
Dividend 25%: $OBDC (-0,28 %)
$HTGC (-0,5 %)
$PSA (+2,75 %)
$JEGP (+0 %)
