Seized the day today and took heavy losses.
$CVS (-0,3 %) sold completely and from the remaining money
position $CAT (-0,84 %) and rebuilt the positions $ABBV (+0,39 %) , $VZ (+1,57 %) and $ETN (-0,02 %) 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. 😅
