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  5. MO: Hi 5i, Without concern for diversification, if both owned but at relatively small weights, would you shift out of one to top up the other? [Altria Group Inc.]

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Q: Hi 5i,
Without concern for diversification, if both owned but at relatively small weights, would you shift out of one to top up the other? My PF suffers from extreme weightings ranging from 20% positions to approx 1% positions. I expect I would benefit from addressing the lower end ie buy more or sell decisions.
Thanks
Asked by mike on June 12, 2025
5i Research Answer:
We would far prefer BAM and would be fine consolidating MO into BAM to reduce the number of...
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