Seized the day today and took heavy losses.
$CVS (-1,06 %) sold completely and from the remaining money
position $CAT (+0,96 %) and rebuilt the positions $ABBV (-1,13 %) , $VZ (+3,07 %) and $ETN (-3,5 %) 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. 😅
