Seized the day today and took heavy losses.
$CVS (-0.55%) sold completely and from the remaining money
position $CAT (-0.33%) and rebuilt the positions $ABBV (-0.04%) , $VZ (-0.05%) and $ETN (+1.24%) 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. 😅
