Q: Hello 5i
Could please tell me the pros and cons of starting a position in PNC Financial today?
Obviously the sector is in a bit of turmoil currently but is this an opportunity also?
Thank you
Dave

Q: Please rank for growth in 2022. Thanks!

Q: The top ten positions in my equity portfolio represent 30% of the portfolio. Among these top ten are TD, BAM, BAC and JPM. The financial sector represents 27.5% of the equity portfolio and the 5i analysis suggests that this be reduced to 15%. I am a new 5i client and don’t disagree with the direction the model is suggesting. Other holdings in the financial sector are: BMO, BNS,CG,C,MFC,PYPL,PNC,RY,SLF,BX,X,V. This is a bit messy but adding to the sector in the spring seemed like and was a good idea but now we need to be more conventional. I may be very wrong but I don’t consider BAM and X as financial services, particularly BAM. Looking at the holdings, what would you unload to bring down the financial sector exposure? Obviously a tax filter will be needed at my end. The question for another day will be an ask for recommendations to increase the under-weighted sectors. Having fun with the model and more importantly find it useful.
David