$ASML (+2,88%) 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 (+2,77%)
$COST (+0,25%)
$7011 (+1,34%)
$MUV2 (+2,11%)
$GOOG (+1,22%)
$MUX (+1,96%) (mutares is under observation by me) $2768 (-0,25%)
Dividend 25%: $OBDC (-0,86%)
$HTGC (-1,26%)
$PSA (-0,94%)
$JEGP (+0,09%)

