BKFAF News and Press, Brookfield Asset Management Inc. - FR PRF PERPETUAL CAD 25 - Ser 2 Cls A From 05/10/21

I made 12 transactions during the month. I added around $22 in dividends (after tax). Dividends were up almost fivefold YoY. Unfortunately, I still underperformed the S&P 500 this month. For further details see: My Portfolio April Update - 10 Buys, 2 Sells

What worked well in the past may not work as well in the future. The world is evolving, and investors need to adapt. With interest rates at near 0%, and stock valuations at historically high levels, I'm overweighting hard assets in my portfolio. For further details see: ...

U.S. equity markets rallied to fresh record-highs this past week as long-term interest rates and inflation expectations pulled back despite a stellar slate of economic data and corporate earnings reports. Concerns over the impact of a temporary safety-related halt of the Johnson &...

Interest rates remain near rock bottom and real interest rates will likely remain negative for the foreseeable future. Aging demographics in developed economies will force pension funds and retirees to get creative in their search for reliable income. Meanwhile, strong growth in d...

I made 16 transactions during the month. I added $69.92 in pre-tax dividends ($60 after tax). Dividends are up over 130% YoY. My portfolio underperformed the indexes I track. For further details see: My Portfolio - March Update

The bad news is that REITs are up a lot lately and finding new opportunities is increasingly difficult. The good news is that risks are down substantially and the recent surge is likely just the beginning of a multi-year repricing. The vaccine rollout is a success, people are quic...

During the past five years, Brookfield Infrastructure Partners is up 127% vs. the S&P's 98%. BIP's distribution yield and distribution growth rate are twice that of the U.S. equities benchmark. It currently trades 49% higher than its 52-week low. And it could go much higher fr...

Historical, market, and macro forces favor value and dividend growth right now. Infrastructure is just starting to enter a massive boom. We list our top two picks that could very likely triple over the next 5-7 years. For further details see: 2 Wide-Moat Dividend Growth ...