Antero Resources and Antero Midstream form a powerful natural gas investment combo, offering both growth and income potential. AR is a low-cost, Appalachia-focused driller with significant free cash flow upside if natural gas prices rise, and minimal hedging for maximum price exposure. AM provides stable, high-yield income with a 5% dividend, strong balance sheet, and fixed-fee revenues, making it attractive for income-focused investors.

My portfolio remains highly concentrated, with core positions in Comfort Systems, LandBridge, Texas Pacific Land, and defense stocks. Among others, I focus on three main investment theses: energy/water royalties, data center buildout, and defense modernization, all supported by secular tailwinds. In light of recent underperformance due to energy weakness and tariffs, I plan to use market dips to add to cyclical and infrastructure holdings.

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality changes how we must invest. We should focus on companies central to America's big picture goals, not just quarterly earnings. My strategy targets the essential pillars of national success: Energy independence, AI infrastructure, a reshored industrial base, and a modernized defense apparatus.

Building a resilient retirement portfolio requires a mix of disruption-proof income from REITs, midstream energy, and high-yielding assets, plus growth stocks and ETFs. Current market challenges—AI disruption, weak job market, inflation risks—make long-term planning difficult, but also highlight the need for self-reliance and diversification. Core portfolio holdings should include large, proven REITs, natural gas midstream companies, select high-yield stocks, BDCs, preferred equity ETFs, and actively managed income funds.

My portfolio isn't average, as three core holdings now generate 44% of my dividend income, a risk I accept because I trust them deeply. These companies give me resilience, growth, and income power, even if markets stay volatile and headlines distract other investors. While concentration carries risks, I see these holdings as "never sell" anchors that let me sleep well and build long-term financial freedom.

I had a personal Eureka moment (a very mild one) that helped me simplify how I spot companies where demand far exceeds supply. Focusing on high-demand, short-supply sectors reveals opportunities in the biggest market disruptions in decades. My strategy targets mission-critical companies poised for long-term growth without chasing fleeting trends.

Social Security is on shaky ground, and relying on it could be risky for future retirees like me. Planning ahead is essential. I'm taking full control of my retirement, building my own income safety net to stay independent from government programs. With the right strategy, core investments, and long-term focus, I aim to build a retirement dividend portfolio that takes care of all of my needs.

DENVER , Sept. 8, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream") announced today the pricing of its upsized private placement to eligible purchasers of $650 million in aggregate principal amount of 5.75% senior unsecured notes due 2033 at par (the "Notes").

Here is how Antero Midstream Corporation (AM) and Shoals Technologies Group (SHLS) have performed compared to their sector so far this year.

DENVER , Sept. 8, 2025 /PRNewswire/ -- Antero Midstream Corporation (NYSE: AM) ("Antero Midstream" or the "Company") announced today that, subject to market conditions, it intends to offer $500 million in aggregate principal amount of senior unsecured notes due 2033 (the "Notes") in a private placement to eligible purchasers.