$ASML (+0,33%) 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 (+0,72%)
$COST (+0,12%)
$7011 (-1,02%)
$MUV2 (-0,02%)
$GOOG (+0,66%)
$MUX (+0,62%) (mutares is under observation by me) $2768 (+0,85%)
Dividend 25%: $OBDC (+0,46%)
$HTGC (+0,46%)
$PSA (+0,15%)
$JEGP (-0,32%)


