Seized the day today and took heavy losses.
$CVS (-2,52%) sold completely and from the remaining money
position $CAT (-1,25%) and rebuilt the positions $ABBV (-1,09%) , $VZ (-0,34%) and $ETN (-0,26%) 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. 😅
