• BlackRock Inc. (BLK)
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• Blackstone Inc. (BX)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: For ethical reasons I wish to no longer invest in this company
This company is part of your Balanced Portfolio.
I wish to keep my balanced portfolio balanced across the different sectors.
Please suggest an alternative stock keeping in mind the balanced nature of this portfolio

Upvote 4

Read Answer Asked by John on May 05, 2025

• BlackRock Inc. (BLK)
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• Brookfield Infrastructure Partners L.P. (BIP.UN)
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• KKR & Co. Inc. (KKR)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: If I were to replace my Brookfield holdings, would you be able to suggest some proxies? Thanks.

Upvote 3

Read Answer Asked by Brad on March 20, 2025

• Illumina Inc. (ILMN)
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• BlackRock Inc. (BLK)
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• TFI International Inc. (TFII)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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• Nutrien Ltd. (NTR)
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• Knight-Swift Transportation Holdings Inc. (KNX)
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• Powell Industries Inc. (POWL)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Would you have a proxy for HPS.A, TFII, BN, NTR, ILMN or just wait out the 30 days?

Thanks for your service!

Upvote 3

Read Answer Asked by Ozzie on March 10, 2025