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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Asset Management Inc Class A Limited (BAM)
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Brookfield Corporation Class A Limited (BN)
Q: I have been building my position in BN and now sit at 2.63% position size. I am holding a 1.72% position size in BAM in a taxable account. I am thinking of selling BAM and adding the proceeds to BN. Is this wise? In taxable accounts I am more focused on future gains than on dividend return. Currently my BAM position has a gain of 107%. I have ample capital loss reserves to cover any capital gains incurred from selling BAM.
I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.
What do you think about consolidating BAM holdings into BN?
I also hold BEP.UN (1.24% position) and BIP.UN (3.47% position) in registered accounts for diversity and income. No plans to change those.
What do you think about consolidating BAM holdings into BN?
5i Research Answer:
We can't get personal, but we would consider BN the better 'growth' stock if that is an...