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Brookfield Business Partners L.P. (BBU.UN)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Brookfield Renewable Partners L.P. (BEP)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Brookfield Infrastructure Corporation (BIPC)
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Brookfield Business Corporation Class A Exchangeable Subordinate (BBUC)
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Brookfield Corporation Class A Limited (BN)
Q: December 2022 sold BBU and BBUC for tax loss using BN as a proxy. Now after 30 days considering whether best move is to buy back BBU or add to BAM or BIPC or standstill for awhile. BN is 4.5%, BEP is 3.55%, BIP is 2.52% and BAM is .97% of my portfolio where the investment objective is to hold a growth-leaning dividend-paying balanced portfolio. What would be your choice?
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Brookfield Asset Management Inc Class A Limited (BAM)
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Brookfield Business Partners L.P. Limited Partnership Units (BBU)
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Brookfield Business Corporation Class A Exchangeable Subordinate (BBUC)
Q: Referring to my earlier question today, would using some the tax loss sale proceeds from selling BBU to buy some more BAM violate CRA similarity rules on repurchasing?
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Jones Lang LaSalle Incorporated (JLL)
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Brookfield Business Partners L.P. Limited Partnership Units (BBU)
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Brookfield Business Corporation Class A Exchangeable Subordinate (BBUC)
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Brookfield Corporation Class A Limited (BN)
Q: Down 25% plus on these two subsidiaries so considering a tax loss sale. Would BN be a suitable proxy and stay onside with CRA rules? Other ideas?