skip to content
  1. Home
  2. >
  3. Questions
  4. >
  5. BAM: I have held BAM in a taxable account since the spin off. [Brookfield Asset Management Ltd. Class A Limited Voting Shares]

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have held BAM in a taxable account since the spin off.: position size of 1.65% and a gain of 109%. I also hold BN in both taxable and registered accounts: 2.97% position size and 60% gain. My aim going forward is to maximise growth. Is it a good idea to keep holding both or should I consolidate all into BN going forward? There are enough capital losses accrued to offset the capital gain on BAM if that is sold.
Asked by Maureen on September 17, 2025
5i Research Answer:
We can't personalize answers but we would remain veyr comfortable owning both BN and BAM. That...
Sign up today for a free 14-day trial and continue your reading!

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; unbiased stocks research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!