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Altria Group Inc. (MO $67.21)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.65)
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
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
5i Research Answer:
We would far prefer BAM and would be fine consolidating MO into BAM to reduce the number of stocks.