我收到一个关于Brookfield的问题，Brookfield Corporation，代码BN。问题是，作为投资组合中的核心复利机器，配置5%到8%的权重，你怎么看？不。
I got a question about Brookfield uh Brookfield Corporation BN. Um question is is um what do you think of the company as a core compounder in the portfolio at a 5 to 8% weight? No.
原因是这样的。首先，这家公司已经大幅上涨。顺便说一下，这是月线图，不是日线图。在此之前，在之前的2020年，该股一直以非常稳定的速度增长，非常正常。是的，那时你可以超配该股。然而，就在最近几年，由于市场中的投机和我们经历的许多变化以及市场运作方式，Brookfield出现了远超基本面的巨大延伸上涨。
And the reason is this. First of all, this company's had a huge run. This is a monthly chart by the way, not daily. Previous to this, over the previous, you know, kind of previous 2020, the stock was just growing at a very steady rate, very normal. Yes, at that point you could have overweighted the stock. However, just in recent years, because of the speculation in the markets and a lot of the changes we've had and the way the markets are operating, you've had this massive extended run in Brookfield that is far beyond the fundamentals.