The video provides a portfolio update, including buys made in June, such as HESM, GOOGL, TPL and CRM. HESM is favored for its dividend growth and high yield, currently at 7.36%. The analyzer likes oil and gas business. It transitioned from a K-1 to a 1099-DIV structure in 2019. AlphaBet is considered great value now, given analyst growth estimates. TPL, mentioned as the smallest position, would be bought in case of market crash. CRM stock review was done months ago. The goal is to hold high reliable dividend income and total return, but does not like to live off dividends, to keep the account compounding. The average dividend per month is approximately 461 USD. TPL will have stock review soon.