Seized the day today and took heavy losses.
$CVS (+0.27%) sold completely and from the remaining money
position $CAT (-0.99%) and rebuilt the positions $ABBV (+0.17%) , $VZ (+1.15%) and $ETN (-0.77%) 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. 😅
