Q: Peter and Team,
My portfolio is largely in line with the balanced equity model portfolio. I currently have 3.9% of the portfolio in IPL. I wondering if I am better off keeping IPL or moving that money (and may be increasing the position to 5%) to Brookfield Renewable Power. It feels like the world is shifting to renewable regardless of economics and I am wondering if BEP will give me a better long term return than IPL. As a piece of side info, I hold stock in TransCanada as well.
Thanks for the input.
Marc
My portfolio is largely in line with the balanced equity model portfolio. I currently have 3.9% of the portfolio in IPL. I wondering if I am better off keeping IPL or moving that money (and may be increasing the position to 5%) to Brookfield Renewable Power. It feels like the world is shifting to renewable regardless of economics and I am wondering if BEP will give me a better long term return than IPL. As a piece of side info, I hold stock in TransCanada as well.
Thanks for the input.
Marc