2M

Na koncu je torej prišlo do 0,5-odstotnegaznižanja obrestnih mer . Moram reči, da sem pričakoval le 0,25-odstotno znižanje. Upam, da bo to v mojem portfelju pomagalo predvsem skladom REIT ($O, $VICI ) in morda celo $CVS.

Na katere delnice v vašem portfelju je ali bo znižanje obrestnih mer bistveno (pozitivno) vplivalo?

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