Seized the day today and took heavy losses.
$CVS (-0.06%) sold completely and from the remaining money
position $CAT (-1.88%) and rebuilt the positions $ABBV (-2.68%) , $VZ (-2.04%) and $ETN (-1.53%) 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. 😅
