The Energy Transition Wheel

Playing the energy transition through solar, EVs, and nuclear.

CCJ ENPH FSLR LI RIVN
+2.8%
Total Return (Oct 2025 – Present)
$35,967
Current NAV
$4
Income YTD
0.0%
Ann. Yield
Win Rate
16.3%
Max Drawdown

Portfolio Summary

Premium income on the companies reshaping global energy

CCJ
$14,807
+48.07%
RIVN
$10,096
+0.96%
FSLR
$10,031
+0.31%
ENPH
$9,992
-0.08%
LI
$6,522
-34.78%
Strategy

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.

Why Energy Transition?

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.

$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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