Free on sign-up: Top 10 High-Yield Hard Asset Stocks — PDF
Marco's personal selection: Shipping, Energy, Mining & REITs with YOC ≥8% calculation + payout analysis. Updated quarterly.
Shipping & Tankers
Current freight rates, dividend signals, fleet developments — from TORM to CMB.Tech and Dorian LPG.
Mining & Commodities
Copper, gold, iron ore — with reference to Marco's top positions and YOC trajectory.
Dividend Analysis
YOC ≥8% signals, payout ratio check, distribution history — honest, without hype.
Energy & Pipelines
LNG, upstream, midstream — sector report with individual picks and macro context.
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What You Get Every Week
VLCC spot rates, tanker freight developments, Hormuz/Panama Canal status, dividend announcements from Marco's portfolio.
Copper, gold, iron ore prices with YOC impact on top positions. BHP, Vale, Thungela — what happened this week?
One stock with YOC ≥8% — thoroughly checked for payout ratio, cash flow coverage, and risk flags.
What changed this week? What am I holding, what am I trimming? Direct, without sugarcoating.
Updated Top-10-YOC list with current prices, yields, and Marco's latest assessment — quarterly refresh.
No newsletter content constitutes financial advice or a recommendation to buy or sell any security. All content is for informational purposes only. Investing involves risk. Please do your own due diligence before making any investment decisions.