Marco Bozem – Hard Asset Investor & Founder of MB Capital Strategies Global

This is not a theory blog. Since 2022, I have been investing my own money in hard assets — shipping, mining, energy and pipelines. My portfolio (five-figure range) is publicly visible, my analyses are based on real positions, not price fantasies. Over 580 YouTube subscribers follow the real portfolio build-up in real time.

2022: Getting Started — Frustration with Growth Stocks

In 2022, I started investing systematically — like most people at first: ETFs, growth stocks, tech hype. Then interest rates rose sharply. Growth stocks crashed 60–80%. My portfolio along with them. That experience was the turning point: I no longer wanted to depend on price appreciation. I wanted companies that send me money every month and every quarter, regardless of what the market does.

2023: Discovering Hard Assets

The search for real, physically secured cashflow led me to hard assets: shipping stocks (tankers earn money as long as crude oil is transported), midstream pipelines (Enbridge and others collect throughput fees regardless of oil prices), mining royalties (Franco-Nevada receives revenue from mines without operating them). These business models fascinated me: they pay dividends from real economic activity, not from accounting tricks.

2024: Building the Platform & Research Community

I began sharing my research on YouTube — and quickly noticed that many investors ask the same question: "How do I find stocks that pay truly sustainable dividends?" MB Capital Strategies was created as the answer: a platform with real analyses, real numbers, real positions. No affiliate-driven hype, no buy recommendations — just research.

2025–2026: Scaling & Deepening

Today the portfolio spans a five-figure sum, allocated across shipping (TORM, Frontline), midstream (Enbridge, ONEOK), mining (Franco-Nevada, royalty companies) and BDCs (Ares Capital). The platform has grown to 89+ articles, 34 stock analyses and 8 purpose-built financial calculators — all freely accessible. As a contributor on Investing.com, I also reach an international investor audience.

What Sets Me Apart from the Typical "Finance YouTuber"

• Real money, real positions — Portfolio publicly visible, no theoretical recommendations
• Sector focus instead of scattershot — Deep dives into shipping, mining & pipelines instead of superficial "top 10" lists
• Metrics-driven — YOC, TCE, DCF, coverage ratio: I explain what actually matters
• No clickbait, no buy recommendations — Just research. The decision is yours.
• Free tools — 8 purpose-built financial calculators for dividends, YOC, shipping cashflow & financial freedom

Most retail investors chase price appreciation. I invest differently: cashflow first. Dividends from hard assets — from companies that move real, physical goods — form the core of my portfolio.

Why Hard Assets?

Energy gets transported, commodities get mined, ships sail — regardless of what Mr. Market thinks on any given day. This economic reality provides inflation protection and delivers predictable distributions. My Hard Assets Guide explains the four core categories with concrete metrics.

The 80/20 Rule

80% of my focus goes to stable, predictable dividend payers — midstream pipelines, infrastructure REITs, mining royalties. 20% goes to more cyclical high-dividend positions like tanker & shipping stocks, which deliver outsized returns during up-cycles.

MB Capital Strategies Global is not an asset manager, not an investment advisor and not a financial product — it is an independent research & content platform.

• Hard Assets Guide — The complete overview: energy, shipping, mining & infrastructure as dividend sources
• Shipping Stock Analyses — Tanker, bulk carrier, LNG: freight rates, valuation & dividend checks
• Mining & Commodity Analyses — Gold, copper, coal: which companies pay sustainable dividends
• Midstream & Pipelines — MLPs and infrastructure operators with stable take-or-pay contracts
• Dividend Strategy — Yield-on-cost, reinvestment strategy and 80/20 portfolio construction
• Calculators & Tools — Cashflow calculator, yield comparison and dividend tracker
• Glossary — All essential terms: coverage ratio, DCF, payout ratio, spot rate & more

MB Capital Strategies Global is the English-language extension of the established MB Capital Strategies platform, bringing the same research quality, tools, and transparency to an international audience. Whether you are a seasoned dividend investor or just starting to explore hard assets, you will find actionable insights and practical tools here.

The German-language sister site has been live since June 2025 and serves as the primary research hub with 89+ pages of in-depth content, 34 individual stock analyses, and 8 self-developed financial calculators.

Professional: I completed a vocational degree as Kaufmann für Büromanagement (German equivalent of a business administration apprenticeship) in 2019 and currently work full-time in a salaried commercial role. I am not a CFA, CFP, RIA, or licensed financial advisor in any jurisdiction.

Investor experience: I have been investing my own capital since 2018, with a primary focus on dividend and hard-asset strategies since 2022. My portfolio is documented publicly, including absolute Euro amounts, individual position weights, and monthly performance updates.

Why this matters for you: I am explicitly not a professional advisor. This means two things — first, I have no fiduciary obligation to you, so always do your own due diligence. Second, every analysis you read here is filtered through my own capital being on the line. I cannot afford to be sloppy in a way a sell-side analyst writing about a stock they don't own can be.

As of the latest update, my total invested capital is approximately €111,000 across three brokers (Scalable Capital, Trade Republic, CapTrader / Interactive Brokers). Sector allocation:

• Shipping (tankers, LNG, dry bulk, container): ~25%
• Mining (copper, gold, diversified): ~20%
• Energy upstream & midstream: ~25%
• BDCs & specialty high-yield: ~15%
• Cash & opportunistic: ~15%

Lifetime dividend income received: approximately €6,200. All updates are published in the monthly portfolio report.

Three sources, all disclosed:

1. Display advertising (Google AdSense, when approved). See Privacy Policy.
2. Affiliate commissions from a small number of services I personally use: InvestingPro, Debitum, Airalo, Wise. See Affiliate Disclosure.
3. YouTube ad revenue from my channel.

I do not accept sponsored stock coverage, paid mentions, or any form of compensation that would compromise the independence of analysis.

Every analysis on this site follows the same structure:

• Source data is publicly available (company filings, regulatory data from EIA/FRED/SEC, Polygon API)
• Position disclosures appear at the top of each article
• Forward-looking projections are clearly labeled and conservatively framed
• Errors, when discovered, are corrected with a visible changelog at the bottom of the article

All content on MB Capital Strategies Global serves exclusively informational and educational purposes and does not constitute investment advice. Investments in stocks, ETFs or other securities carry risks. Independent research and, where appropriate, professional advice before making investment decisions are expressly recommended.

United States readers: I am not a Registered Investment Adviser (RIA). Content is general commentary, not personalized investment advice.

United Kingdom readers: I am not authorized by the FCA. Content is educational, not regulated financial advice.

Full details: Investment Disclaimer