Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?

Q: Hello my 5i friends - We have positions in both PBH and L. I am thinking of consolidating into just L. Is this a meritorious move for the long term.

thanks Al

Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.