Seized the day today and took heavy losses.
$CVS (+1.53%) sold completely and from the remaining money
position $CAT (+0.36%) and rebuilt the positions $ABBV (-0.21%) , $VZ (+0.93%) and $ETN (+1.32%) increased.
I expect the latter in particular to deliver strong share price and earnings growth in data centers, automation, drive and aviation technology. Everything that has to do with electrification. 😅