Seized the day today and took heavy losses.
$CVS (-2.18%) sold completely and from the remaining money
position $CAT (-2.26%) and rebuilt the positions $ABBV (+0.94%) , $VZ (+1.11%) and $ETN (-2.59%) 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. 😅
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