Tom Heberle

Creator of the Real Asset Anti-Inflation Fund on Autopilot | $COAL $CVE $HCC $IAUX $MRX $NE $NMM $RGLD |

[Tom Heberle @Real_Asset_Fund]

The Real Asset Fund on the Autopilot platform capitalizes on the long-term investment environment increasingly favorable to scarce, essential real assets. The portfolio focuses primarily on energy, shipping, commodities, and other asset-intensive businesses that offer the potential for exceptional returns in an inflationary environment, while still possessing the fundamental strength and valuation support to generate attractive returns if inflation proves more moderate than expected. The Fund’s performance goal is to outperform the S&P 500 by a wide margin over rolling three-year periods.

Investment decisions are based on my assessment of each company’s risk/reward profile, with a strong preference for asymmetric opportunities where the potential upside is significantly greater than the potential permanent downside. Ideas are developed through extensive research across analyst reports, fund investor letters, SEC filings, industry publications, and investment research services. I then estimate each company’s intrinsic value—often using net asset value, replacement value, or breakup value—to establish a margin of safety and avoid overpaying. Whenever possible, I seek to initiate positions when an identifiable catalyst exists that can help close the gap between market price and intrinsic value, reducing the risk of owning inexpensive securities that remain undervalued indefinitely. Capital preservation is central to the process: the probability and magnitude of permanent loss are major considerations in position sizing, with larger allocations generally reserved for investments where I believe downside risk is more limited.
https://t.co/LcX3IhqugC

[Tom Heberle @Real_Asset_Fund]

@BounceStronger Alpaca and Public are both Autopilot connected brokerages that issue fractional shares. I don't know anything about Alpaca, but Public has some good reviews related to Autopilot connectivity.

[Tom Heberle @Real_Asset_Fund]

Good news keeps rolling in for coal producers. $COAL

[Hydrocarbon @HydroCarbon777]

Indian thermal plants with critically low coal stocks have worsened to 66, as high power demand & monsoon logistics issues have strained inventories.. #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $TER.AX $BTU $CNR $TGA.L $GLEN $COAL

[Tom Heberle @Real_Asset_Fund]

@ValueCapSE Good move!

[Tom Heberle @Real_Asset_Fund]

Why we own offshore energy $BORR $NE $RIG $TDW

[Sandro @cannibalstocks]

Two thousand people spent two days in Oslo this week deciding what offshore oil does for the rest of the decade.

The most important thing said there wasn't said out loud. It was on one chart, and I don't think it's been posted anywhere else. $RIG $NE $BORR

https://t.co/FDb2DNQv18

[Tom Heberle @Real_Asset_Fund]

@BounceStronger My goal is to make no more than one or two rebalancing trades per month. Frequent trading also generates a lot of short term cap gains taxes.

[Tom Heberle @Real_Asset_Fund]

Real assets will tend to outperform financial assets during inflationary periods. #inflation $COAL $NMM $RGLD $TDW

[CNN @CNN]

Inflation heated up in August, raising the chance of a Fed rate hike
https://t.co/4oEjOWF1YX

[Tom Heberle @Real_Asset_Fund]

@BounceStronger I agree with you on $SPY, today's market rounds me of the late 1990's to early 2000's dot com bubble. SPY peaked in March 2000, and dropped 50% over the next 2 years! Over that same 2 year time period, gold and energy stocks gained about 10 to 13%.

[Tom Heberle @Real_Asset_Fund]

The Real Asset Fund on the Autopilot platform capitalizes on the long-term investment environment increasingly favorable to scarce, essential real assets. The portfolio focuses primarily on energy, shipping, commodities, and other asset-intensive businesses that offer the potential for exceptional returns in an inflationary environment, while still possessing the fundamental strength and valuation support to generate attractive returns if inflation proves more moderate than expected. The Fund’s performance goal is to outperform the S&P 500 by a wide margin over rolling three-year periods.

Investment decisions are based on my assessment of each company’s risk/reward profile, with a strong preference for asymmetric opportunities where the potential upside is significantly greater than the potential permanent downside. Ideas are developed through extensive research across analyst reports, fund investor letters, SEC filings, industry publications, and investment research services. I then estimate each company’s intrinsic value—often using net asset value, replacement value, or breakup value—to establish a margin of safety and avoid overpaying. Whenever possible, I seek to initiate positions when an identifiable catalyst exists that can help close the gap between market price and intrinsic value, reducing the risk of owning inexpensive securities that remain undervalued indefinitely. Capital preservation is central to the process: the probability and magnitude of permanent loss are major considerations in position sizing, with larger allocations generally reserved for investments where I believe downside risk is more limited.
https://t.co/LcX3IhqugC

[Tom Heberle @Real_Asset_Fund]

@BounceStronger Sorry for the slow reply. For some reason, X didn’t notify me about your comments.

I only found Autopilot earlier this year and started the fund shortly after discovering the platform. I manage downside risk by keeping some cash in $BIL, diversifying across relatively uncorrelated sectors, and staying focused on valuation.

When a position hits a 52-week high, I may trim it if it has become a larger position or the upside has narrowed, like I recently did with $MRX and $NMM. But I’m generally happy to keep holding most of a position if I still think the value is there.

For example, $NMM hit a 52-week high of $95 yesterday, but I estimate its NAV at well over $150/share. That still leaves a substantial gap between the stock price and underlying asset value, so I plan to continue holding most of the position.

[Tom Heberle @Real_Asset_Fund]

Major insider buy at Real Asset Fund holding $BORR

[ola harald moen @olaharaldmoen1]

#driller $BORR Trøim buys 1M shares $3,4M

[Tom Heberle @Real_Asset_Fund]

Fund holdings can be tracked here: https://t.co/Ffk3U3wiST ex

[Tom Heberle @Real_Asset_Fund]

Real assets and commodities are still in the early stage of a big uptrend! #inflation

[J Mintzmyer @mintzmyer]

Diesel up 67% y/y, $6.27 ntl average, all-time high!

Historically up to 30% input to grocery costs (lags a couple months) and strong correlation to overall CPI.

Sizable inflation coming this fall. Probable rate hike, 10y past 5%, AI story imploding.

Watch out below $SPY!

[Tom Heberle @Real_Asset_Fund]

Check out my latest trade update on Autopilot:

[Tom Heberle @Real_Asset_Fund]

Great results from New Hope ($NHC.AX)! Higher coal prices helped lift quarterly earnings by 30%, and the company declared a final dividend of A$0.30 per share. Looking ahead, the continued expansion of its New Acland mine is expected to support further production growth.

New Hope is a top-ten holding in the $COAL ETF.

[LambDownUnder @LambDownUnder]

Probably nothing $COAL

[Tom Heberle @Real_Asset_Fund]

Link to the full report. Thank you to @Ferg for bringing it to my attention!
https://t.co/FieyYBaSq6

[Tom Heberle @Real_Asset_Fund]

Gold is a great asset to own during inflationary time periods, but you have to strap in and be able to handle the volatility. Look at this chart from Myrmikan Research showing gold price volatility from 1914 to 1923 in Germany during the first 10 years of the Weimar Republic. #GOLD $GLD $IAU $PHYS

[Plimsoll🚢 @HPA17]

Cali gas stations need to get new signs for $10+ diesel prices!

[Tom Heberle @Real_Asset_Fund]

I see inflation on all horizons!

[Nancy Pelosi Stock Tracker ♟ @pelositracker]

Trump does this, the dollar will lose its value

Invest in assets like Gold, Silver, Stocks

See Trump’s holdings or trade alongside:
https://t.co/8t8jCOvYzR