Seized the day today and took heavy losses.
$CVS (-0,19 %) sold completely and from the remaining money
position $CAT (-0,13 %) and rebuilt the positions $ABBV (-0,01 %) , $VZ (+0,03 %) and $ETN (+1,26 %) 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. 😅
