Hi everyone, recently I’ve been focusing more on stocks from the energy and real estate, because my portfolio is predominantly concentrated in the communications and technology sectors and I’m trying to diversify it a bit. I’m curious which stocks you currently have on your watchlist or which ones you already hold in your portfolio. I appreciate any tips or experiences—thank you!
24d
Take a look at the Canadian company $BN; they do a bit of both.
A short summary from Grok :) "Brookfield Corporation is a Canadian investment holding company that focuses on owning and operating assets in real estate, renewable energy, infrastructure, and private equity"
In July 2025 they signed with Google the largest corporate clean hydropower deal in history, worth over $3 billion, which includes the supply of up to 3 GW of carbon-neutral energy from hydro plants in the U.S. to power Google's data centers.
I have them in my portfolio and I like them for two reasons. First, they're not a tech company, but they ride the tech wave within the energy sector. Second, they're not a U.S. company, so it's at least some diversification from having everything in the U.S. They're one of those companies I don't mind buying almost anytime and I sleep well at night. They're not exactly cheap right now, but I wouldn't call them expensive either.
Those REITs are still basically moving sideways and not growing much, so that can still be a good opportunity. For example, $O and $VICI.