Seized the day today and took heavy losses.
$CVS (-2,26%) sold completely and from the remaining money
position $CAT (+12,08%) and rebuilt the positions $ABBV (+0%) , $VZ (+2,61%) and $ETN (+3,62%) 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. 😅
