Which shares to hold from the Brookfield family? That is an often asked question now answered in detail! Which one between Brookfield Infrastructure, Renewable, Properties and Asset Management best suits your portfolio?
Let’s shed some light on these well-known Canadian stocks that also trade in the U.S.!
You’ll Learn
- Why Brookfield Asset Management (BAM) can be considered as the mother of the “Brookfield family”.
- What are the differences between partners, trusts and corporate shares.
- What’s happening with Brookfield Property Partners.
- Each company’s strenghts and weaknesses: BAM, BIP and BEP.
- How come Brookfield Business Partners (BBU) is not on our radar.
- Why considering Brookfield stocks as interchangeable can be harmful for an investor’s portfolio.
- Mike’s favorites among the family!
Related Content
To clear up each company’s business segments and BAM’s ownership, we’ve added some tables or images right below.
Brookfield Asset Management
BAM is an excellent fit for growth investors, but also offers robust long-term stability. Its structure is relatively complex as the company has stakes in all “Brookfield family members”:
Brookfield Infrastructure
BAM ownerhsip: 28%
One major disadvantage most utilities have is their lack of diversification. Many of them excel at a specific type of service (electric transmission, natural gas, etc.) and show a limited geographic footprint. You break both barriers with BIP as the company operates in multiple business segments and manages assets all over the world. The company is divided into four different business segments, each of them including multiple activities:
Brookfield Renewable
BAM ownership: 48%
Like BIP, BEP offers a great diversification for investors when it’s time to select a renewable energy producer. BEP shows about 55% of its activities in North America, opening the door for good geographic diversification. The company is on its way to more than double its energy generation capacity once it completes its development pipeline. BEP is operating across multiple business segments:
Between January 6th and March 22nd, renewable energy stocks have fallen over 20%. What’s happening and how should you react? Should you want to know more, Mike answered to that question and also discussed Brookfield Renewable in the video below.
I bought Northland Power (NPI) 2-3 years ago as one of my first picks working with you Mike. Avg cost over 2-3 purchases was $19.41 – today priced at $43.54. (was as high as $50.85 in Feb.) NPI has been my most successful pick to date. A couple of weeks ago, again using your guidance, I sold 2/3 of NPI and moved it to an existing position in Algonquin Power (AQN).
After receiving my last DSRPro quarterly report I’m also working to balance my portfolio. It’s exactly the kind of support and guidance I need. Thank you Mike!!
Nice article. I started buying Brookfield in Feb and all of my 3 stocks are down. Haha! Almost everything on my portfolio is green except these guys. Funny! I keep adding and see what happens. Not holding BAM though and won’t plan to do so.
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