Seized the day today and took heavy losses.
$CVS (+3.46%) sold completely and from the remaining money
position $CAT (-1.64%) and rebuilt the positions $ABBV (-0.91%) , $VZ (-2.86%) and $ETN (-0.32%) 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. 😅
