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  5. BN: Hello 5i If BN is the only Brockfield Group stock in a portfolio. [Brookfield Corporation Class A Limited Voting Shares]
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Q: Hello 5i

If BN is the only Brockfield Group stock in a portfolio. As a diversified conglomerate, up to what weighting percentage can it be held without becoming a bet on a stock?

Thanks
Asked by Charles on January 13, 2025
5i Research Answer:

Weightings need to be highly personal, based on needs, timeframe, objectives and risk tolerance, among other factors. For us, we would be comfortable up to about 7.5%.

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