This is the Stock I’m Retiring On: It’s Already Up 64% Since 2022 Sheryar Siddiq Mon, November 9, 2026 at 1:24 PM EST 4 min read BAM +2.34% ^GSPC +2.35% BAM +2.34% Explore stocks on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
We just published our list of the 10 Stocks I Am Retiring On, and Brookfield Asset Management Ltd. (NYSE:BAM) ranked 9th on the list.
A retirement portfolio needs businesses that can keep rewarding shareholders long after the current market narrative fades. Dividends show how important those quieter sources of return can be: according to S&P Dow Jones Indices research cited in our coverage of Dividend Aristocrat stocks, dividends have accounted for roughly 31% of the S&P 500's total return since 1926, with capital appreciation accounting for the remaining 69%. In the 1940s and 1970s, dividend income accounted for more than half of total returns. The lesson is not that every retirement investment must pay dividends, but rather that long-term shareholder gains can come from sources other than rising share prices.
Warren Buffett offers a useful test for that level of dedication. He has advised investors to buy only what they would "perfectly happy to hold if the market shut down for 10 years." Rather than relying on the potential to sell tomorrow, investors should consider how much the underlying business may make over a decade. That business-owner perspective is the common thread running through Insider Monkey's discussion of Warren Buffett's best long-term stocks to buy.
For retirement investors, the distinction between a high starting dividend and an increasing dividend is crucial. The S&P 500 Dividend Aristocrats index requires components to have increased dividends for at least 25 years in a row. This is a record that spans numerous economic cycles, though it doesn't guarantee future growth. Insider Monkey's analysis of dividend growth stocks to buy and hold in 2026 looked at 68 such companies and evaluated their five-year average dividend growth rates.
Of course, financial strength is just as important as payout record. A dividend competes with debt repayments, capital spending, and other financial requirements. Liabilities are broader than debt, but the comparison shows the type of liquidity cushion worth considering alongside dividend yield.
Brookfield made the list on account of Seeking Alpha's Leo Nelissen dubbing it a top high-conviction retirement pick, with Matt DiLallo ranking Brookfield Corporation his highest conviction investment. Its short interest stood at 5.49%, and 32 hedge funds owned shares in Q2 2026, placing it ninth in our list.
Brookfield Asset Management Ltd. earns fees from a growing portfolio of infrastructure, energy, credit, and private equity capital. Fee-related earnings (FRE) rose 15% to $864 million, or $0.54 per share, in the third quarter, with trailing twelve-month FRE reaching $2.05 per share at a margin of 55%. Distributable earnings increased 15% to $763 million, while BAM earned $48 million in carried interest, the first significant amount since the spinout.
That said, growth is receding after a strong second quarter. FRE growth decreased from 20% to 15%, third-quarter fundraising fell to $25 billion from a record $30 billion a year earlier, and fee-bearing capital growth slowed to 13% at $682 billion, down from 19% in the previous quarter. Deployment also decreased to $18 billion from $23 billion. Year-to-date fundraising remains at $123 billion, while the Bloom Energy AI power framework has risen fivefold to $25 billion. Read about who takes the risk in the Bloom deal here.
In his March 2026 Seeking Alpha article, Leo Nelissen made the case for retirement. He picked Brookfield Asset Management for its asset-light fee income, its hard-to-replicate infrastructure exposure, and its capacity to double its business in five years. He contended that increasing fee-bearing capital may promote both income and capital appreciation.
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