$ASML (-0,4%) 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 (+5,61%)
$COST (-0,02%)
$7011 (-1,32%)
$MUV2 (-0,45%)
$GOOG (+0,71%)
$MUX (+1,39%) (mutares is under observation by me) $2768 (-1,41%)
Dividend 25%: $OBDC (+0,04%)
$HTGC (-0,7%)
$PSA (+0,02%)
$JEGP (-0,03%)


