Seized the day today and took heavy losses.
$CVS (-4,04%) sold completely and from the remaining money
position $CAT (-3,83%) and rebuilt the positions $ABBV (+1,04%) , $VZ (-1,57%) and $ETN (-4,79%) 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. 😅
