AI Infrastructure Wheel

Simulated Paper Trading — Not real money

Wheel strategy targeting AI infrastructure and cybersecurity leaders. Positioned at the intersection of compute buildout and enterprise AI adoption. Higher volatility names suited for aggressive premium harvesting.

-12.7%
Total Return (Oct 2025 – Present)
$69,828
Current NAV
$971
Income YTD
0.0%
Ann. Yield
44%
Win Rate
50.3%
Max Drawdown

Portfolio Summary

Wheeling the companies building the physical backbone of AI

No holdings data available

Strategy

The AI Infrastructure Wheel employs a covered call strategy on artificial intelligence infrastructure stocks, generating income through systematic option selling while maintaining core positions. This approach aims to capitalize on AI sector growth while enhancing returns through premium collection, though it exposes the portfolio to assignment risk and capped upside during strong rallies.

Why AI Infrastructure?

AI needs hardware. This portfolio focuses on the companies building the physical backbone of artificial intelligence—servers, networking, and cloud infrastructure. High volatility means rich premiums for patient wheel traders.

$10,000 Investment Growth (2025)

How each holding would perform with equal $10K allocation

No growth data available

Maximum Drawdown Analysis

Protection ratings during market downturns

No drawdown data available

Income Analysis

Annual income on $10K allocation per holding

No income data available

Monthly Returns Heatmap

Month-by-month performance tracking

No monthly returns data available

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