Portfolio Overview
Our portfolio is built on the 80/20 strategy: 80% in stable, high-dividend payers from pipelines, mining royalties, and infrastructure, and 20% in ultrashort bonds for tactical flexibility.
We track our holdings live using Parqet and share the data openly. Every position, every dividend payment, and every rebalancing decision is documented.
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Key Portfolio Metrics
Portfolio Allocation
The portfolio is diversified across our core hard asset sectors:
- Pipelines & Midstream (30–35%) — MLPs and infrastructure providing stable, contract-backed distributions
- Shipping (20–25%) — Tanker and LNG carriers benefiting from tight vessel supply
- Mining & Royalties (15–20%) — Gold, copper, and coal royalties with minimal capex exposure
- Energy & Upstream (10–15%) — Oil and gas producers with strong free cash flow
- High-Yield & BDCs (5–10%) — Business development companies for portfolio income boost
- Ultrashort Bonds (15–20%) — Cash-like instruments for tactical deployment
Monthly Updates
Every month, we publish a detailed portfolio review on YouTube covering:
- New positions added or sold
- Dividend income received
- Sector allocation changes
- Market outlook and opportunities
Disclaimer: All content serves exclusively informational and educational purposes and does not constitute investment advice.