Dividends from Hard Assets.
Independent research on cashflow from shipping, mining, energy and pipelines — from a real private-investor portfolio. Not investment advice.
Real portfolio · Shipping, Mining & Energy · 635+ YouTube subscribers
635+ YouTube subscribers
I am a real person investing my own money in hard assets — shipping, mining, energy and pipelines. Every analysis here is backed by positions I actually hold (CMB.Tech ~3.4%, TORM ~2.9%, Dorian LPG ~2.9%, FLEX LNG ~2.2% of the public portfolio). The numbers below come straight from my live Parqet tracking — Trade Republic + Scalable Capital, percentages only.
since 2022
cost (YOC)
last 12 months
This is not financial advice. I am a private investor, not a financial advisor. Figures are real, percentage-based and from my own Parqet tracking (as of June 2026); past performance is no guarantee of future results.
Cashflow over speculation.
The focus is on hard assets — energy, shipping, mining and midstream pipelines — sectors that translate real economic activity into reliable dividends. Yields of 6–15 % are not the exception, they are the outcome of concrete cashflow logic.
A tanker earns money when it moves oil. A pipeline gets paid when gas flows through it. A mine generates revenue when copper leaves the ground. 80 % of the portfolio sits in stable, cashflow-rich dividend payers — 20 % stays in cash for counter-cyclical buys during weakness.
Four sectors. One principle.
Fixed+Variable dividends, $40 WTI breakeven champions and FCF generators. Devon, DNO, Chevron, ConocoPhillips.
All-In Sustaining Costs, reserve life, dividend stability. Barrick, AngloGold, BHP, Rio Tinto, Fresnillo.
Toll-road business models. Kinder Morgan, Enbridge, Pembina, ONEOK. Stable dividends for decades.
Eight calculators. No login.
Free tools for cashflow investors. Yield-on-Cost, Snowball projection, Shipping cash flow and more. No signup, no tracking, runs entirely in your browser.
Dividend Calculator
Gross dividend, withholding tax, net cashflow per position.
Yield on Cost Calculator
YOC at purchase price + 10-year projection with cashflow table.
Dividend Snowball
Simulate reinvestment + growth — see the compounding effect over 30 years.
DRIP Calculator
Dividend reinvest in share-mode, with price path simulation.
Dividend Growth
DGR projection: conservative, realistic and optimistic in one chart.
Financial Freedom
When do dividends cover your living expenses? Get the exact answer.
Shipping Cash Flow
Model TCE rates, daily rates and per-vessel cash flow for tanker investors.
PROSnowball YOC PRO
Multi-stock portfolio with taxes, growth and FX in a single model.
→ All calculators: browse the full toolbox
Not for everyone. For you?
You build cashflow for the long term — not speculate. Dividends are your measure of quality, not a side effect.
You trust real value: oil in the ground, copper in the mine, gas in the pipeline. Valuation runs on reserves and FCF, not hype.
You know commodity cycles run 10–15 years. Capex today decides supply five years out. Patience beats excitement.
Research & analysis.
Updated:
§08 · About the Analyst
Marco Bozem — Hard-Asset Investor
Founder of MB Capital Strategies. I have been investing my own capital since 2018, with a dedicated focus on hard-asset dividend strategies since 2022. My portfolio concentrates on shipping stocks, mining, pipelines and energy — companies that pay real cashflow, not just promise it.
All research on this platform is based on my own due diligence — public financials, SEC filings, company investor relations materials. I hold real positions in most analysed companies (CMB.Tech, TORM, FLEX LNG, Thungela, Dorian LPG and others). Skin in the game, not just commentary.