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Brookfield Renewable Partners L.P. (BEP.UN $35.61)
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Brookfield Infrastructure Partners L.P. (BIP.UN $43.95)
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Brookfield Corporation Class A Limited Voting Shares (BN $95.41)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $80.88)
Q: I have about a 6-7% position in each of bep.un, bip.un and BN. I am thinking of adding a bit of BAM (eg.3%) But i am wondering if adding bam would duplicate too much of the components of the other three. Would Bam add much to my portfolio is there too much duplication?
5i Research Answer:
We don't think so. We like BAM a lot as a conservative dividend-growth stock. While connected to...