How I'm investing in oil, coal, fertilizer and infrastructure.

Hi r/investing, I want to share my investment portfolio and get your input on a strategy that rotates completely out of tech and global index funds in favor of real assets. The core of the portfolio is my exposure to offshore drilling, which doesn't own the oil in the ground but leases out rigs on fixed dayrates. Valaris (VAL) makes up 7.51% of the portfolio. They combine premium ultra-deepwater drillships with a massive shallow-water jack-up fleet and operate worldwide. Additionally, their pote