Seized the day today and took heavy losses.
$CVS (-0,55%) sold completely and from the remaining money
position $CAT (-0,33%) and rebuilt the positions $ABBV (+0,06%) , $VZ (-0,04%) and $ETN (+1,21%) 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. 😅
