Seized the day today and took heavy losses.
$CVS (-5,15%) sold completely and from the remaining money
position $CAT (-0,42%) and rebuilt the positions $ABBV (-1,22%) , $VZ (-2,7%) and $ETN (+0,62%) 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. 😅
