$ASML (-1,08%) 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 (+1,04%)
$COST (-0,25%)
$7011 (-2,07%)
$MUV2 (-1,85%)
$GOOG (+0,78%)
$MUX (-0,73%) (mutares is under observation by me) $2768 (+4,17%)
Dividend 25%: $OBDC (-0,29%)
$HTGC (-0,07%)
$PSA (-0,19%)
$JEGP (-0,03%)
