Investor Leo Nelissen recommends $10K split between cyclical value and AI-driven energy stocks for balanced growth.

Leo Nelissen, a seasoned macro equity strategist, advises allocating $10,000 across cyclical value stocks like Union Pacific and Carlisle Companies, and AI infrastructure-related energy plays such as Williams Companies and Freehold Royalties. This strategy aims to capture income growth and alpha by leveraging economic recovery, reshoring trends, and AI-driven energy demand. Nelissen highlights the approach balances risk and reward amid potential recession or stagflation. His Main Street Alpha group offers exclusive portfolio insights to members.