$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%)
