In this video, Motley Fool contributor Jason Hall explains why he owns Brookfield Infrastructure (BIP -1.16%) (BIPC), Texas Instruments (TXN -0.91%), Brookfield Renewable (BEP 0.92%) (BEPC), and EPR Properties (EPR 3.41%), 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.