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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Brookfield Corporation (BN)
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Author: weatherman   😊 😞
Number: of 574 
Subject: Re: BN All Time High
Date: 07/04/25 4:36 PM
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having sold my first chunk of BN after ~15 years, am not perturbed.
after ~20% reduction , it remains 3x my next largest single equity holding, although this is unfair if brookfield is seen more as a diverse fund. in this case, it would be below my average fund\etf size, but exists along the same duration as my average fund holding period.

there is always an interplay between not needing more growth, and probabilistically lowering portfolio risk and volatility profile.

as noted in the thread, there is also a chance within the next few months\years that BN returns back to its familiar, but weirdly lower discounted range. flatt has noted that if at least one segment is not badly underperforming, they are not taking enough risk. and if this underperformance receives sufficient media, expect the usual sentiment action from retail renters.
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This community has written 569 posts about Brookfield Corporation. The article-length ones it recommended most:
BN fair value · 26 recs · 2023
Lotta talk, not much action · 21 recs · 2023
Plan value versus price · 20 recs · 2024
Convergence · 19 recs · 2023
Value versus price · 15 recs · 2024
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