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Investment Q&A

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

Q: December 2022 sold BBU and BBUC for tax loss using BN as a proxy. Now after 30 days considering whether best move is to buy back BBU or add to BAM or BIPC or standstill for awhile. BN is 4.5%, BEP is 3.55%, BIP is 2.52% and BAM is .97% of my portfolio where the investment objective is to hold a growth-leaning dividend-paying balanced portfolio. What would be your choice?
Read Answer Asked by William Ross on February 06, 2023
Q: Referring to my earlier question today, would using some the tax loss sale proceeds from selling BBU to buy some more BAM violate CRA similarity rules on repurchasing?
Read Answer Asked by William Ross on December 22, 2022
Q: Down 25% plus on these two subsidiaries so considering a tax loss sale. Would BN be a suitable proxy and stay onside with CRA rules? Other ideas?
Read Answer Asked by William Ross on December 21, 2022
Q: I have been following the Questions and have been a keen reader of the opaque notices and statements from Brookfield . I own units in all the subsidiaries mentioned above too. So I am trying to keep position size of each in mind when I look at the BN holding corp and allocate it to the various sectors, Months ago, before the split you had answered a question confirming that the BAM.A sectoral breakout was 39% financial, 35% RE, 16% industrial, 10% energy?? Does this breakout still apply to BN and/or BAM or is there a new breakout given the spinout of the new corporation.
Read Answer Asked by William Ross on December 20, 2022
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