Seized the day today and took heavy losses.
$CVS (+0,73%) sold completely and from the remaining money
position $CAT (+0,6%) and rebuilt the positions $ABBV (+1%) , $VZ (+0,62%) and $ETN (+0,67%) 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. 😅
