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. 😅
