After focusing on dividend-paying companies like Realty Income and Main Street Capital, I wanted to add exposure to something with long-term growth potential and a strong sustainability angle. BEP gives me both.

They're one of the world’s largest players in renewable energy, with assets across hydro, solar, wind, and energy storage. What I really like is that they combine stable cash flows from long-term contracts with the upside of being in a growing, future-focused sector.

This position adds a different kind of resilience to the portfolio — not just financially, but also in terms of secular trends I believe in. Plus, the dividend yield is attractive and backed by real assets and decades of infrastructure expertise from the Brookfield group.