The Copper Wheel

High-yield wheel strategy focused on copper miners and ETFs. Takes advantage of commodity volatility with aggressive premium collection. Best suited for investors comfortable with sector concentration risk.

COPX FCX TECK TGB
+50.4%
Total Return (Oct 2025 – Present)
$39,559
Current NAV
$132
Income YTD
1.0%
Ann. Yield
Win Rate
63.4%
Max Drawdown

Portfolio Summary

Wheeling copper miners for premium income on a structural megatrend

TGB
$18,186
+81.86%
FCX
$15,503
+55.03%
COPX
$14,341
+43.41%
TECK
$12,185
+21.85%
Strategy

The Copper Wheel portfolio employs a concentrated "wheel" strategy focused on copper mining equities, betting on elevated commodity prices and sector outperformance through a mix of diversified miners (COPX ETF) and individual high-beta plays (FCX, TECK, TGB). The strategy appears to leverage call/put selling mechanics typical of wheel strategies while maintaining direct exposure to copper price appreciation and mining fundamentals.

Why Copper?

Copper is the metal of electrification. From EVs to grid infrastructure, demand is structural. This portfolio wheels copper miners and ETFs to generate premium income while maintaining exposure to the energy transition megatrend.

$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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