Q: Good afternoon - I have several Brookfield positions. My BN and BAM positions have more than doubled. My BEPC and BIPC positions have done well but nowhere close to a double. I do get higher dividends in BEPC and BIPC but BAM pays almost 3% at current prices. I'm thinking of selling BEPC and BIPC and putting the proceeds into BAM. The tax consequences are manageable. Your thoughts, please.

Q: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.

Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.

Thanks for the great service!