Account MV-4471 · Reserve tier · verified

Portfolio Overview

$79,625▲ 8.2% YTD
$5,385◆ monthly, in digital dollars
9.6%▲ across 5 positions
$4,115digital dollars · ready

Allocation

by class
5classes
Energy41%
Infrastructure23%
Private Credit19%
Royalties12%
Cash5%

Monthly income

last 12 months · distributions
JFMAMJJASOND

Holdings

5 positions + cash
AssetClassUnitsValueNet yieldIncome YTDSince
Helios Solar Farm Portfolio14 utility-scale sites Energy 12,400 $24,800 9.1% $1,694 Mar 2025
Meridian Toll Road Concession22-year concession Infrastructure 730 $18,250 8.4% $1,149 Jun 2024
Northwind Data Center NotesSenior secured Private Credit 150 $15,000 11.2% $1,260 Jan 2025
Copperline Music Catalog4,200 tracks Royalties 9,640 $9,640 10.6% $766 Sep 2025
Verde Wind Cooperative6 onshore turbines Energy 782 $7,820 8.8% $516 Nov 2025
Available fundsdigital dollars · withdraw anytime CASH $4,115