CDLR
Cadeler A/S
stock NYSE ADR

Its tiered.
A foundation companies that consistently return free cash flows to shareholders via dividends and buybacks. Was in TS, still in oil sands (CNQ and SU), considering an exit from the refiners (PARR, DINO) as these crack spreads can't last, and reallocating that to less cyclical industries (BCO, ADT, TIMB, HALO, and BRC).
Some deeper value stocks that are trading at steep discounts to where I expect them to be in a year or two. At the moment, this tier is heavily tilted to oil (AMPY, EGY), mining (CMCL, GAU, SCZM, NOA, would like to enter EXK), and green transition (CDLR, would like to enter TOYO) stocks.
And sometimes, a tier of pre-revenue stocks that have multi-bagger potential over longer timeframes. Currently just GRO.

Its tiered.
A foundation companies that consistently return free cash flows to shareholders via dividends and buybacks. Was in TS, still in oil sands (CNQ and SU), considering an exit from the refiners (PARR, DINO) as these crack spreads can't last, and reallocating that to less cyclical industries (BCO, ADT, TIMB, HALO, and BRC).
Some deeper value stocks that are trading at steep discounts to where I expect them to be in a year or two. At the moment, this tier is heavily tilted to oil (AMPY, EGY), mining (CMCL, GAU, SCZM, NOA, would like to enter EXK), and green transition (CDLR, would like to enter TOYO) stocks.
And sometimes, a tier of pre-revenue stocks that have multi-bagger potential over longer timeframes. Currently just GRO.