Seized the day today and took heavy losses.
$CVS (+0.02%) sold completely and from the remaining money
position $CAT (+1.49%) and rebuilt the positions $ABBV (-1.9%) , $VZ (+0.4%) and $ETN (-1.01%) 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. 😅
