Seized the day today and took heavy losses.
$CVS (+1.12%) sold completely and from the remaining money
position $CAT (+1.56%) and rebuilt the positions $ABBV (+1.58%) , $VZ (+1.48%) and $ETN (+2.01%) 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. 😅
