Seized the day today and took heavy losses.
$CVS (-0.44%) sold completely and from the remaining money
position $CAT (-0.07%) and rebuilt the positions $ABBV (-0.5%) , $VZ (-0.19%) and $ETN (+1.67%) 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. 😅
