In this video, Motley Fool contributor Jason Hall explains why he owns Brookfield Infrastructure (BIP -0.09%) (BIPC), Texas Instruments (TXN -0.52%), Brookfield Renewable (BEP 0.83%) (BEPC), and EPR Properties (EPR 1.37%), 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.