Enbridge: A Top Capital Return Play For 2025

Portfolio Focus - The portfolio is primarily focused on high-risk, high-reward opportunities in the technology markets, with a significant emphasis on Bitcoin and companies with asymmetric long-term upside potential [1] - Top holdings include Bitcoin, Tesla, Google, Amazon, and Nvidia, indicating a strong preference for technology and innovation-driven companies [1] Enbridge Performance and Opportunity - Enbridge (NYSE: ENB) has experienced a 15% share price gain year-to-date (YTD) in 2024, but recent price drops have created a new engagement opportunity [3] - The company benefits from growing energy demand in the U S, which supports its long-term growth prospects [3]