Seized the day today and took heavy losses.
$CVS (+6,69 %) sold completely and from the remaining money
position $CAT (-2,49 %) and rebuilt the positions $ABBV (-0,91 %) , $VZ (-3 %) and $ETN (-1,03 %) 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. 😅
