$ASML (-3,83%) 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 (-4,79%)
$COST (-4,18%)
$7011 (-2,75%)
$MUV2 (+0,82%)
$GOOG (-2,88%)
$MUX (+0,41%) (mutares is under observation by me) $2768 (-3,23%)
Dividend 25%: $OBDC (-3,48%)
$HTGC (-4,48%)
$PSA (-3,34%)
$JEGP (-2,76%)
