Seized the day today and took heavy losses.
$CVS (+1,71 %) sold completely and from the remaining money
position $CAT (+0,29 %) and rebuilt the positions $ABBV (+0,14 %) , $VZ (+0,91 %) and $ETN (+1,08 %) 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. 😅
