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  5. BN: I have all three of these positions. [Brookfield Corporation Class A Limited]

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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.
Asked by Robert on July 08, 2025
5i Research Answer:
BEP.UN ans BEPC are 'paired' companies and for all intents the exact same thing from an economic...
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