Seized the day today and took heavy losses.
$CVS (-2,64 %) sold completely and from the remaining money
position $CAT (-7,99 %) and rebuilt the positions $ABBV (-1,57 %) , $VZ (+0,12 %) and $ETN (-5,74 %) 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. 😅
