In this video, Motley Fool contributor Jason Hall explains why he owns Brookfield Infrastructure (BIP -0.24%) (BIPC), Texas Instruments (TXN 1.47%), Brookfield Renewable (BEP -1.77%) (BEPC), and EPR Properties (EPR 1.46%), 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.