Playing the energy transition through solar, EVs, and nuclear.
Premium income on the companies reshaping global energy
This portfolio pursues exposure to the energy transition theme through a diversified wheel strategy spanning nuclear energy, solar, EVs, and EV manufacturing. The approach combines defensive nuclear/solar positions with higher-volatility EV plays, betting on the structural shift toward clean energy over a multi-year horizon. However, the early-stage performance suggests timing and sector selection challenges are impacting returns.
The shift from fossil fuels to renewables is a multi-decade megatrend. This portfolio wheels solar, EV, and nuclear names—capturing premium income while maintaining exposure to the companies reshaping global energy.
How each holding would perform with equal $10K allocation
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Protection ratings during market downturns
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Annual income on $10K allocation per holding
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Month-by-month performance tracking
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