MB Capital Strategies Global

Hard Assets & Dividends — the unfashionable side of the market.

I'm Marco from Germany. I run a 234-position dividend portfolio (~€100k, 5.65% yield) focused on cashflow that doesn't depend on the AI hype cycle.

Topics covered:
- Shipping stocks (Tankers, LNG, LPG, Bulkers)
- Mining (coal, iron ore, gold, copper)
- Oil & gas upstream + pipelines (high FCF yield)
- REITs (mortgage, healthcare, industrial)
- BDCs (high-yield credit)
- Dividend strategy & yield-on-cost

Every week:
- 1× Weekly market recap
- 2-3× Single stock analyses
- Portfolio updates with real dividends

Contrarian by default. No hype. Just hard numbers.

🇩🇪 German channel: @MBCapitalStrategies
🌐 Blog: mbcapitalstrategiesgloabal.com
📩 mbcapitalstrategies@gmail.com

⚠ No investment advice. Educational/entertainment only. DYOR.