MB Capital Strategies Global – Hard Asset Stocks with High Dividends

About the Platform

What is MB Capital Strategies Global?

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.

No Price Forecasts

We don't predict where stocks are heading. We analyze cashflows, dividend sustainability, and real business fundamentals.

No Recommendations

Every analysis is educational. We share our research and what we buy — but we never tell you what to do with your money.

Real Capital at Stake

This isn't theory. Real money, real positions, real dividends — portfolio visible via Parqet with monthly YouTube updates.

What You Get on This Platform

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Stock Analyses

In-depth analysis of shipping, mining, midstream, and energy dividend stocks

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8 Free Calculators

Shipping cashflow, dividend, yield-on-cost, DRIP, financial freedom & more

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Sector Hubs

Complete analysis hubs for each hard asset sector with key metrics and glossaries

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Live Portfolio

Full transparency via Parqet — see every position, every dividend, every trade

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Podcast & YouTube

Deep-dive podcast series on shipping, mining, pipelines, and market cycles

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80/20 Strategy

80% stable dividend payers, 20% cash for tactical buys during weakness

Investment Philosophy

The 80/20 Strategy

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.

80% Stable Dividend Payers

20% Tactical Opportunities

Our Focus Areas

Our Sectors

Deep-dive analyses into the sectors that generate real, tangible cashflows from hard assets.

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Dividend Strategy

Cashflow, high yield, hard assets — our approach to building sustainable income through dividends that actually get paid.

Learn More →

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Mining Stocks & Commodity Cycles

Cyclical cashflow machines — gold, copper, coal producers analyzed through AISC, capex discipline, and cycle timing.

Explore Mining →

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Shipping Stocks

Tanker, bulk, LNG carriers — dayrates, TCE, break-even analysis. Ships sail, cargo flows, dividends are paid.

Explore Shipping →

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Midstream & Pipelines

MLPs, take-or-pay contracts, inflation-indexed tariffs — the most predictable cashflows in energy infrastructure.

Explore Pipelines →

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High-Yield Stocks

Target 7–12% yield — BDCs, tanker stocks, MLPs, infrastructure REITs. Income-first investing for serious dividend hunters.

Explore High-Yield →

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Commodity Supercycles

Copper, uranium, zinc, nickel — macro-cycle positioning for the energy transition and decades of underinvestment.

Explore Supercycles →

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Copper Supercycle

Energy transition, grid infrastructure, EV demand — why copper could be the defining commodity of the next decade.

Deep Dive →

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Uranium Supercycle

Nuclear renaissance, SMRs, supply deficit — structural forces driving the next leg of the uranium bull market.

Deep Dive →

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Portfolio Strategy

80/20 mix fully documented — live Parqet tracking, monthly YouTube updates, complete position transparency.

View Portfolio →

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Toolbox

The brokers, screeners, and tools we personally use — Scalable Capital, InvestingPro, Parqet, and more.

View Toolbox →

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Blog & Analyses

59+ in-depth stock analyses — upstream, mining, shipping, pipelines, BDCs. New research published regularly.

Read Blog →

Recommended Tools

Partner & Tools

Every tool listed here is one we personally use in our investing workflow. No paid placements — only tools we trust.

Scalable Capital

Our primary broker for dividend investing — affordable flat-rate fees, fractional shares, and automated savings plans for long-term portfolios.

InvestingPro

The foundation for our data-based analyses — fair value models, cashflow screening, professional research, and fundamental data for every stock we cover.

Parqet

Dividend calendar, portfolio tracking, and cashflow visualization — the best tool for income investors who want to see their money working.

Debitum Investments

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.

Free Tools

Free Investor Calculators

Eight free calculators — no registration, no paywall. Built because we use them ourselves.

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Shipping Cashflow

Calculate TCE, OPEX, free cash flow, and dividend potential for any vessel type.

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Dividend Calculator

Project annual, monthly, and quarterly dividend income over time.

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Yield-on-Cost

Track how your effective yield grows on your original cost basis over time.

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Dividend Growth

Simulate annual dividend growth and see the compounding effect on your income.

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DRIP Reinvestment

See the true power of compound interest through automatic dividend reinvestment.

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Financial Freedom

Calculate when your dividend income covers your monthly living expenses.

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Dividend Snowball PRO

Long-term dividend growth projection with contributions and reinvestment modeling.

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Snowball YOC PRO

Combined yield-on-cost + growth + reinvestment — the ultimate dividend projection tool.

View All Calculators →

Questions & Answers

Frequently Asked Questions

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.

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