Curated research · Since 2022

Dividends from Hard Assets.

My independent research on cashflow from energy, shipping, mining & pipelines — personal views, not investment advice.

View my portfolio → Hard Asset Guide
Marco Bozem
My target yield 2026
6–15%
personal strategy · not investment advice
Live · MB Capital Strategies Hard Assets · Dividends · Cashflow
§01 · Philosophy

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.

01 · Transparent
Real portfolio, visible live
Every position tracked via Parqet — allocation, dividend payments, even losing trades. No hypotheticals, only live holdings.
02 · Independent
No price forecasts
No buy signals, no hype. Only clear dividend analyses, cycle logic and honest verdicts — even the uncomfortable ones.
03 · Cyclical
Cycles over trends
Hard assets follow multi-year super-cycles. This platform thinks in decades, not quarters.
04 · Free to read
No paywall, no email wall
Full research openly available. Funded through affiliate links — never investment advice.
§02 · Hard Assets

Four sectors. One principle.

Shipping
Tanker & Bulker

Charter rates, fleet renewal, sanctions — a sector in the middle of a 2024–2028 super-cycle. TORM, Frontline, Scorpio.
Energy · Upstream
Oil & Gas

Fixed+Variable dividends, $40 WTI breakeven champions and FCF generators. Devon, DNO, Chevron, ConocoPhillips.
Mining · Precious Metals
Gold, Silver, Copper

All-In Sustaining Costs, reserve life, dividend stability. Barrick, AngloGold, BHP, Rio Tinto, Fresnillo.
Midstream · Pipelines
Pipelines & LNG

Toll-road business models. Kinder Morgan, Enbridge, Pembina, ONEOK. Stable dividends for decades.
§03 · My Strategy

Three steps. Zero hype.

How I personally invest. Not investment advice.

01
I understand the cycle

Hard assets follow 7–15-year cycles. Capex, supply, demand, geopolitical shifts. Without cycle awareness there is no sustainable cashflow.

02
I select the sector

80 % of my portfolio in cashflow-rich dividend payers with low all-in costs, healthy balance sheets and clear capital-allocation strategies.

03
I hold & reinvest

20 % liquidity for counter-cyclical buys. Dividends get reinvested — the snowball over years beats every short-term trade.

§04 · Research · Live

What happens on the platform.

111
Research articles
8
Free calculators
4
Sectors covered
6–15%
Target dividend yield

* Market data illustrative. Ticker is simulated client-side — not a real-time feed.

§05 · Built for

Not for everyone. For you?

01
Dividend investor

You build cashflow for the long term — not speculate. Dividends are your measure of quality, not a side effect.

02
Hard-asset believer

You trust real value: oil in the ground, copper in the mine, gas in the pipeline. Valuation runs on reserves and FCF, not hype.

03
Cycle thinker

You know commodity cycles run 10–15 years. Capex today decides supply five years out. Patience beats excitement.

§06 · Latest

Research & analysis.

2026-04 Energy Devon Energy DVN 2026: 8% Yield, Fixed+Variable Dividend, $40 WTI Breakeven → 2026-04 Mining BHP vs Rio Tinto 2026: Copper exposure, FCF yield, balance-sheet compared → 2026-04 Midstream Enbridge 2026: North America's pipeline giant — dividend durability test → 2026-04 Shipping Frontline vs Scorpio Tankers 2026: VLCC vs Product — which dividend wins? → Archive All research 107+ more research articles in the blog →
§07 · Follow the research

Every new analysis. On YouTube.

New hard-asset deep-dives, market updates and portfolio moves — free and honest. Subscribe to MBCS Global on YouTube and get notified when something ships.

Format
Deep-dive videos · 15–30 minutes
Cadence
Weekly · analysis & portfolio updates
Language
English · global audience
Subscribe on YouTube → Contact Marco →
§08 · FAQ

Frequently asked.

What are hard assets and why do they pay high dividends?
Hard assets are physical, tangible businesses — ships, pipelines, mines, oil wells, infrastructure. They generate cashflow from real operations: a tanker earns freight rates, a pipeline collects tariffs, a mine produces metals. Because value comes from physical activity (not growth hopes), they distribute more cash — typically 6–15% yields.
What is your investment philosophy?
80/20: 80% in stable high-dividend hard-asset stocks — pipelines, mining royalties, shipping, infrastructure. 20% in cash/ultrashort bonds for tactical deployment. Focus is always on cashflow, never price speculation.
How can I see your portfolio?
The full portfolio is live via Parqet — both Scalable Capital and Trade Republic positions visible with every holding, every dividend payment, every allocation change.
Which free tools are available?
Eight free calculators, no registration: Shipping Cashflow, Dividend Calculator, Yield-on-Cost, Dividend Growth, DRIP Reinvestment, Financial Freedom, Dividend Snowball PRO, Snowball YOC PRO.