Banke so bile tukaj pogosto omenjene, kaj pa zavarovalnice? Ali imate katero od njih v svojem portfelju? Lani sem popolnoma ukinil pozicijo v $ALLY (z dobičkom) in obdržal le Radian Group $RDN, ki mi bo danes predvidoma izplačala dividendo (3,55 %) 😎.


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