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Azzvia : Although I have been building REITs positions in recent months, I still believe that inflation in the USA will rise. The pace of interest rate cuts should slow down or increase interest rates.![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Mini invest102342937 OP : diversify your portfolio , I had 40% to reit and 30% on bank 30% on consumer goods sector.
2 years back, position your portfolio with banks sector when rate rise and bank earn alot base on net interest margin .
when rate start to drop, banks might not earn much moving on forward, OCBC just missed the earning forecast.
different economy environment required different positioning.
most important thing is invest accordingly to your risk tolerance and time horizon