Subject: Re: What to sell?
same here, i have held brookfield for decade+, and eventually ditching all the spins, including the asset manager in 2024.
so BN is still around for me as long as its effectively flatt and marks primary vehicle.

extremely boring, the bam sale was the largest and went into diversified short-term bonds, including munis.
like bruce, i gotta watch those taxes for the overall portfolio, and its grunt time to offset bam gains w/as much loss as i can stand to churn.