In this video, Motley Fool contributor Jason Hall explains why he owns Brookfield Infrastructure (BIP -0.40%) (BIPC), Texas Instruments (TXN -0.03%), Brookfield Renewable (BEP 1.30%) (BEPC), and EPR Properties (EPR -1.08%), which combined make up 10% of his entire portfolio.

*Stock prices used were from the afternoon of May 30, 2024. The video was published on May 31, 2024.