Seized the day today and took heavy losses.
$CVS (+1,39%) sold completely and from the remaining money
position $CAT (+0,5%) and rebuilt the positions $ABBV (-0,15%) , $VZ (+0,9%) and $ETN (+1,32%) 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. 😅
