Sustainable cashflows from energy, shipping, commodities, and pipelines — analyzed independently, invested with real capital. No price fantasies, just dividends.
MB Capital Strategies Global is an independent research platform focused on cashflow-based investing in hard assets — energy, shipping, mining, and pipelines. We don't predict prices and we don't give recommendations. Instead, we provide clear analysis on dividend strategies, shipping stocks, mining stocks, honest cashflow valuations — from an investor who puts real capital at stake.
Think of it this way: A tanker earns money when it transports oil. A pipeline collects fees when gas flows through it. A mine generates cash when it extracts copper. These are real businesses with tangible assets — and they pay some of the highest dividends in the market.
We don't predict where stocks are heading. We analyze cashflows, dividend sustainability, and real business fundamentals.
Every analysis is educational. We share our research and what we buy — but we never tell you what to do with your money.
This isn't theory. Real money, real positions, real dividends — portfolio visible via Parqet with monthly YouTube updates.
In-depth analysis of shipping, mining, midstream, and energy dividend stocks
Shipping cashflow, dividend, yield-on-cost, DRIP, financial freedom & more
Complete analysis hubs for each hard asset sector with key metrics and glossaries
Full transparency via Parqet — see every position, every dividend, every trade
Deep-dive podcast series on shipping, mining, pipelines, and market cycles
80% stable dividend payers, 20% cash for tactical buys during weakness
80% of the portfolio in stable, cashflow-strong dividend payers from pipelines, mining royalties, shipping, and infrastructure. 20% in ultrashort bonds and cash for tactical opportunities — ready to deploy when the market offers bargains. Cashflow is king: consistent, compounding, and real.
Deep-dive analyses into the sectors that generate real, tangible cashflows from hard assets.
Every tool listed here is one we personally use in our investing workflow. No paid placements — only tools we trust.
Our primary broker for dividend investing — affordable flat-rate fees, fractional shares, and automated savings plans for long-term portfolios.
The foundation for our data-based analyses — fair value models, cashflow screening, professional research, and fundamental data for every stock we cover.
Dividend calendar, portfolio tracking, and cashflow visualization — the best tool for income investors who want to see their money working.
P2P lending platform delivering 10–12% returns — ranked #2 of 30 in the community. An alternative income stream we use alongside equities.
Some links are affiliate links. No additional costs for you. Using them supports the platform. Not investment advice.
Eight free calculators — no registration, no paywall. Built because we use them ourselves.
Calculate TCE, OPEX, free cash flow, and dividend potential for any vessel type.
Project annual, monthly, and quarterly dividend income over time.
Track how your effective yield grows on your original cost basis over time.
Simulate annual dividend growth and see the compounding effect on your income.
See the true power of compound interest through automatic dividend reinvestment.
Calculate when your dividend income covers your monthly living expenses.
Long-term dividend growth projection with contributions and reinvestment modeling.
Combined yield-on-cost + growth + reinvestment — the ultimate dividend projection tool.
Hard assets are physical, tangible assets with intrinsic value — ships, pipelines, mines, oil wells, and infrastructure. These businesses generate real cashflows from day one: a tanker earns freight rates, a pipeline collects tariffs, a mine produces metals. Because their value comes from physical operations (not growth hopes), they distribute more cash to shareholders — typically 6–15% dividend yields. Unlike tech stocks valued on future potential, hard asset companies are valued on what they produce today.
We follow an 80/20 approach: 80% of the portfolio is invested in stable, high-dividend hard asset stocks — pipelines, mining royalties, shipping companies, and infrastructure. The remaining 20% is held in ultrashort bonds and cash, ready for tactical deployment when markets offer opportunities. Our focus is always on cashflow, not price speculation. We buy assets that generate income regardless of what the broader market does, and we reinvest dividends to compound our returns over time.
Our full portfolio is tracked live via Parqet — both our Scalable Capital and Trade Republic positions are visible with complete transparency. You can see every holding, every dividend payment, and every allocation change. Additionally, we publish monthly video updates on YouTube where we discuss what we bought, sold, and why. Visit our Portfolio page for the live tracker.
We offer 8 free calculators with no registration required: Shipping Cashflow Calculator (TCE, OPEX, FCF), Dividend Calculator, Yield-on-Cost Tool, Dividend Growth Simulator, DRIP Reinvestment Calculator, Financial Freedom Calculator, Dividend Snowball PRO, and Snowball YOC PRO. All tools are designed for dividend and hard asset investors — built because we use them ourselves. Try them here.
Top liquefied natural gas carriers and infrastructure plays ranked by cashflow metrics and dividend sustainability.
View Ranking →Crude and product tanker companies ranked by break-even rates, fleet age, charter coverage, and dividends.
View Ranking →The highest-yielding dividend stocks across BDCs, REITs, MLPs, and infrastructure for income-focused investors.
View Ranking →New rankings and updates delivered via the MB Capital Insider newsletter.
59+ in-depth stock analyses across upstream, mining, shipping, pipelines, and high-yield sectors.
The most stable diversified mining giant globally — copper, iron ore, and potash. AISC, margins, and dividend sustainability assessed.
ShippingVLCC vs MR product tankers — which business model delivers better risk-adjusted dividends for income investors?
PipelinesCanadian midstream anchor — take-or-pay contracts, 5%+ yield, and long-term distribution growth track record.
BDC & High-YieldThe gold standard of BDCs — portfolio quality, NAV stability, NII coverage, and 9%+ dividend sustainability.
Mining / UraniumWorld's largest uranium producer with 40% market share — supply constraints, nuclear renaissance, and dividend potential.
UpstreamFixed-plus-variable dividend model with Permian Basin focus — break-even analysis and FCF yield assessment.