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SIF Portfolio: Oil stocks make me question dividend rules

Last week I wrote about the SIF portfolio’s heavy exposure to cyclical stocks. The cyclical companies I was referring to are mostly stocks dependent on consumer spending or the construction market.

One cyclical sector SIF isn’t currently really exposed to is the energy sector. Although the portfolio has made some money from the the mining sector in the past (PAF, CAML, S32 & RIO), it’s never owned an oil and gas stock.

Why is this? When I last looked at oil stocks in October 2016,…






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