Brookfield Asset Management Can Help You Retire Wall Street Rich (NYSE:BAM)

LifestyleVisuals

This article was coproduced with Dividend Sensei.

World-beater blue chips cannot just help you retire rich; they can help you retire “Wall Street rich.”

That’s because they have such powerful moats and brilliant and adaptable management that no

Stock

Yield

Growth

Total Return

Weighting

Weighted Yield

Weighted Growth

Weighted Return

OMFL

1.7%

13.4%

15.1%

6.67%

0.1%

0.9%

1.0%

VIG

2.2%

10.0%

12.2%

6.67%

0.1%

0.7%

0.8%

SCHG

0.6%

12.8%

13.4%

6.67%

0.0%

0.9%

0.9%

SPGP

1.2%

15.2%

16.4%

6.67%

0.1%

1.0%

1.1%

SCHD

3.6%

8.6%

12.2%

6.67%

0.2%

0.6%

0.8%

EDV

3.7%

0%

3.7%

10.00%

0.4%

0.0%

0.4%

DBMF

8.5%

0%

8.5%

10.00%

0.9%

0.0%

0.9%

KMLM

9.3%

0.0%

9.3%

13.33%

1.2%

0.0%

1.2%

AMZN

0.0%

28.8%

28.8%

3.33%

0.0%

1.0%

1.0%

LOW

2.0%

20.6%

22.6%

3.33%

0.1%

0.7%

0.8%

MA

0.6%

22.6%

23.2%

3.33%

0.0%

0.8%

0.8%

ASML

0.8%

25.7%

26.5%

3.33%

0.0%

0.9%

0.9%

ADSK

0.0%

27.9%

27.9%

3.33%

0.0%

0.9%

0.9%

BTI

7.6%

9.1%

16.7%

3.33%

0.3%

0.3%

0.6%

ENB

6.8%

4.8%

11.6%

3.33%

0.2%

0.2%

0.4%

MO

8.0%

5.5%

13.5%

3.33%

0.3%

0.2%

0.5%

BAM

3.7%

21.3%

25.0%

4.17%

0.2%

0.9%

1.0%

NEP

4.4%

15.0%

19.4%

2.50%

0.1%

0.4%

0.5%

Total

3.6%

13.4%

17.0%

100.00%

4.2%

10.1%

14.3%

Bear Market

ZEUS Income Growth

60/40

S&P

Nasdaq

2022 Stagflation

-9%

-21%

-28%

-35%

Pandemic Crash

-9%

-13%

-34%

-13%

2018

-10%

-9%

-21%

-17%

2011

4%

-16%

-22%

-11%

Great Recession

-20%

-44%

-58%

-59%

Average

-9%

-21%

-33%

-27%

Average Decline vs. Benchmark

NA

43%

27%

33%

Median

-9%

-16%

-28%

-17%

Median Decline vs. Benchmark

NA

56%

32%

53%

Metric

Historical Fair Value Multiples (all Years)

2022

2023

2024

2025

12-Month Forward Fair Value

P/E

24.50

$28.67

$33.81

$39.69

$51.21

Average

$28.67

$33.81

$39.69

$51.21

$34.60

Current Price

$34.68

Discount To Fair Value

-20.98%

-2.57%

12.62%

32.27%

-0.23%

Upside To Fair Value (including dividend)

-17.34%

-2.51%

14.45%

47.65%

3.46%

2023 EPS

2024 EPS

2022 Weighted EPS

2023 Weighted EPS

12-Month Forward EPS

Historical Average Fair Value Forward PE

Current Forward PE

$1.38

$1.62

$1.19

$0.22

$1.41

24.5

24.6

Rating

Margin Of Safety For Low-Risk 11/13 SWAN Quality Companies

2023 Fair Value Price

2024 Fair Value Price

12-Month Forward Fair Value

Potentially Reasonable Buy

0%

$33.81

$39.69

$34.60

Potentially Good Buy

15%

$28.74

$33.74

$29.41

Potentially Strong Buy

25%

$25.36

$29.77

$25.95

Potentially Very Strong Buy

35%

$18.68

$25.80

$22.49

Potentially Ultra-Value Buy

45%

$18.60

$21.83

$19.03

Currently

$34.68

-2.57%

12.62%

0.23%

Upside To Fair Value (Including Dividends)

1.18%

18.14%

3.46%

Classification

S&P LT Risk-Management Global Percentile

Risk-Management Interpretation

Risk-Management Rating

BTI, ILMN, SIEGY, SPGI, WM, CI, CSCO, WMB, SAP, CL

100

Exceptional (Top 80 companies in the world)

Very Low Risk

Strong ESG Stocks

86

Very Good

Very Low Risk

Brookfield Asset Management

77

Good

Low Risk

Foreign Dividend Stocks

77

Good, Bordering On Very Good

Low Risk

Ultra SWANs

74

Good

Low Risk

Dividend Aristocrats

67

Above-Average (Bordering On Good)

Low Risk

Low Volatility Stocks

65

Above-Average

Low Risk

Master List average

61

Above-Average

Low Risk

Dividend Kings

60

Above-Average

Low Risk

Hyper-Growth stocks

59

Average, Bordering On Above-Average

Medium Risk

Dividend Champions

55

Average

Medium Risk

Monthly Dividend Stocks

41

Average

Medium Risk