In the end, therefore, a 0.5%cut in interest rates . I have to say that I was expecting only a 0.25% reduction. In my portfolio, I hope this will help mainly REITs ($O, $VICI) and maybe even $CVS.

What stocks in your portfolio have been, or will be, significantly (positively) impacted by the interest rate cut?


Shares of $MO have been rising nicely now and it looks like they will rise even more now that interest rates have been cut.

I've got some construction stocks in there, so I'm hoping they go up now.

In my portfolio, it's definitely $O stock.

I have $O and $CVS in my portfolio and I'm curious what this will do to the stock price. So far, O has gone down a bit and CVS is holding on to the price.

Certainly, as you say, it will have a positive impact on the REITs that I have in my portfolio. :)

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