$ASML (-2,43%) 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 (+1,14%)
$COST (+2,27%)
$7011 (+2,04%)
$MUV2 (+0,98%)
$GOOG (+0,41%)
$MUX (+2,37%) (mutares is under observation by me) $2768 (-1,72%)
Dividend 25%: $OBDC (+0,86%)
$HTGC (+1,99%)
$PSA (+1,99%)
$JEGP (+1,08%)


