Subject: Re: headwinds
note, i have made my first ever trim (~15%) of core brookfield , held since ~2011 and added several times after. bn remains my largest weight. i have always sold spins when tax-appropriate.

this was mostly for tax reasons also, but have been re-evaluating 2025 published bull\bear cases while near shareprice highs in an era of gop fiscal dominance. am also 6yrs into FIRE, and switching heavily into wealth retention mode.

at the broadest portfolio level, i recommend this perspective :

https://excessreturnspod.com/p...