Seized the day today and took heavy losses.
$CVS (-1,19 %) sold completely and from the remaining money
position $CAT (-2,26 %) and rebuilt the positions $ABBV (-0,32 %) , $VZ (-0,33 %) and $ETN (-1,47 %) 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. 😅
