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Strategies & Market Trends : Young and Older Folk Portfolio

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To: kbs1 who wrote (21918)	11/4/2025 3:36:06 PM
From: Max Fletcher	3 Recommendations Recommended By B.K.Myers FactFree jritz0 Read Replies (1) of 23430

BIP or BIPC just looking for more renewables. If you’re specifically looking for renewables, that would be BEP/BEPC. (BIP/ BIPC are infrastructure companies) I have large positions in 3 Brookfield stocks (BAM, BIP and BEP). They did investor day presentations about a month ago, available on YouTube. The overall company expects to double over the next 5 years with a stated goal of 20% CAGR. M* recently wrote about BEP/BEPC and noted (as did Roger Conrad in one of his teasers) that BEP fetches you a much higher yield if you don’t mind getting a K1. They are OK to hold in an IRA per the company, as they don’t produce UBTI. From BAM’s marketing materials: Our business is centered around real assets and essential service businesses that offer income, capital stability, and inflation protection that long-term retirement and wealth portfolios require. These characteristics are often difficult to replicate with traditional public market investments and are especially compelling to savers seeking diversification, downside protection, and dependable compounding over time. GLTA

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