Seized the day today and took heavy losses.
$CVS (+0,79 %) sold completely and from the remaining money
position $CAT (+0,63 %) and rebuilt the positions $ABBV (+0,82 %) , $VZ (-1,01 %) and $ETN (+0,69 %) 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. 😅
