Brookfield Infrastructure

BIPC

Market cap $4.99B

No retirement investing strategy is risk-free, making effective diversification extremely important. I detail three investments that I would not want to retire on dividends without. I detail their pros and cons and how they work together to help me sleep well at night.

Maintaining adequate diversification is extremely important. However, unless you have simplifying anchors for a portfolio, it can be very easy to lose proper diversification. I share a portfolio strategy - along with specific picks - that can deliver a diversification, low-stress portfolio that generates very attractive income and dividend growth.

Building a true "dividend money machine" for early retirement requires sustainable, above-inflation income growth, not just a high starting yield. I share two elite dividend growth money machines that yield up to 8.5%. While neither is risk-free, both are well-positioned to provide attractive and dependable current income that should grow at a rate that comfortably beats inflation over time.

Income investors can still benefit from the AI boom. The AI CapEx waterfall is creating new yield opportunities. Two infrastructure plays offer income and growth potential.

The sell-off in Brookfield Infrastructure's share price has driven down its dividend yield. The company expects to deliver FFO per share growth of more than 10% annually going forward.

BROOKFIELD, News, June 24, 2026 (GLOBE NEWSWIRE) -- Brookfield Infrastructure Corporation (the “Corporation”) (TSX, NYSE: BIPC) today announced that all nine nominees proposed for election to the board of directors by holders of class A exchangeable subordinate voting shares (“Exchangeable Shares”) and holders of class B multiple voting shares (“Class B Shares”) were elected at the Corporation's annual meeting of shareholders held on June 24, 2026 in a virtual meeting format. Detailed results of the vote for the election of directors are set out below.

Brookfield Infrastructure Corporation (BIPC) Shareholder/Analyst Call Transcript

I don't love valuation models because they rely on assumptions, and assumptions can be dangerous. But we still need to pay attention. I sold my position in BIPC not because I don't like the stock or that I'm spooked by recent movement, but rather in the optic of portfolio simplification. Since I started this portfolio in September 2017, I have received a total of $36,444.54 CAD in dividends.

AI stocks have been market darlings, leaving real asset stocks in their wake. However, I am thankful the market is giving me this opportunity to load up on real asset stocks with attractive yields. I detail why and share some of my top picks right now.

Today - and likely for the next decade - the market is facing an uncertain inflation and interest rate environment, AI disruption, and geopolitical unrest. I detail two infrastructure dividend growth stocks that are remarkably well positioned to navigate these challenges.