-
Brookfield Asset Management Inc Class A Limited (BAM)
-
Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
-
Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
-
Brookfield Corporation Class A Limited (BN)
Q: Hi, I have a good problem and looking for some suggestions here. I have Brookfield group companies to 17.5% right now. RRSP A/C- BAM-1%, BN-8.6%,BEP-5% , Non-Registered A/C - BIPC-2.8% . Should i let them grow or reduce and which one? Thanks
5i Research Answer:
Portfolio allocation is a personal decision (some may feel more comfortable with a more concentrated position than others). We tend not to recommend the percentage for individual positions within a portfolio. However, we don’t see the “Brookfield group” position as an alarming high-allocation that should be cut right away. We think investors can let the position run for now.