$ASML (+0,12%) 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 (+0,31%)
$COST (-0,04%)
$7011 (-3,15%)
$MUV2 (+0,82%)
$GOOG (+0,54%)
$MUX (-0,24%) (mutares is under observation by me) $2768 (+2,28%)
Dividend 25%: $OBDC (+0,46%)
$HTGC (+1,35%)
$PSA (+0,06%)
$JEGP (-0,64%)


