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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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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)
Q: I own BN with no intention of selling, but I find the dividends of the other Brookfield's interesting for my RRSP account with the potential of some capital growth as well. I know this type of question has been asked in the past, but not since the market downturn. Would you see a benefit of owning any of the others along with BN, and if so, which ones, and what would your total percentage of Brookfield holdings be. Thanks!
5i Research Answer:
We would suggest a Group 'cap' in the 15% range. For additional income with still some growth potential, we would be most happy with BAM and BIP.UN. BEP is also fine but we would see little need to own four of the group, since BN has interests in the others already.