$ASML (+1,56%) 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 (-4,08%)
$COST (-0,88%)
$7011 (-5,48%)
$MUV2 (-0,93%)
$GOOG (-1,58%)
$MUX (-3,03%) (mutares is under observation by me) $2768 (-6,08%)
Dividend 25%: $OBDC (-2,4%)
$HTGC (-1,97%)
$PSA (-2,86%)
$JEGP (-1,42%)


